Jolley Asset Management
Investment ManagementNorth Carolina, United States2-10 Employees
Jolley Asset Management is an Investment Management company located in P.O. BOX 7967, Rocky Mount, North Carolina, United States.
Acquisition Background Jolley Asset Management was acquired by Live Oak Private Wealth in May 2020, indicating potential integration into larger wealth management networks and opportunities for cross-selling or partnership services.
Niche Market Scope As a small-scale firm with fewer than 10 employees, Jolley Asset Management may benefit from tailored financial technology solutions and support services to scale operations efficiently.
Technology Adoption Utilizing advanced tech stacks like Google Cloud, React, and Analytics suggests the firm values digital tools, creating opportunities to offer innovative financial tech solutions or consulting.
Market Positioning Operating within the investment management industry alongside large players like Fidelity and Vanguard indicates potential for pitch-based value propositions, especially related to niche or personalized investment strategies.
Growth Potential Post-acquisition, Jolley Asset Management’s integration with Live Oak Private Wealth presents a chance to offer scalable investment products, compliance solutions, or wealth management technologies as they expand.
Jolley Asset Management uses 8 technology products and services including Wix, Webpack, Google Cloud, and more. Explore Jolley Asset Management's tech stack below.
| Jolley Asset Management Email Formats | Percentage |
| FLast@jolleyasset.com | 40% |
| First.Last@jolleyasset.com | 10% |
| FLast@jolleyasset.com | 40% |
| First.Last@jolleyasset.com | 10% |
Investment ManagementNorth Carolina, United States2-10 Employees
Jolley Asset Management is an Investment Management company located in P.O. BOX 7967, Rocky Mount, North Carolina, United States.