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Angela Marie Jolley

Angela M. Jolley

ASPIRE CAPITAL ADVISORS
Mukilteo, WA 98275
Some features on this profile are disabled
CRD#: 4337938
Angela Marie Jolley

Professional summary

Angela Marie Jolley, CFP®, who also goes by Angela Marie Giboney, Angela Giboney, Angela Means, is a registered financial advisor currently at ASPIRE CAPITAL ADVISORS LLC located in Mukilteo, Washington.

Angela is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Angela has worked at 12 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angela Marie Giboney | Angela Giboney | Angela Means

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Angela Marie Jolley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

July 1, 2021 - Present

ASPIRE CAPITAL ADVISORS LLC

Office #1: 627 5th Street Unit 201, Mukilteo, WA 98275
RIA
CRD#: 298366
Mukilteo, WA
Past

July 2, 2021 - July 26, 2022

M. S. HOWELLS & CO.

BD
CRD#: 104100
KIRKLAND, WA
Past

November 6, 2020 - July 6, 2021

ARBOR POINT ADVISORS

RIA
CRD#: 165127
MUKILTEO, WA
Past

November 6, 2020 - July 6, 2021

SECURITIES AMERICA, INC.

BD
CRD#: 10205
Mukilteo, WA
Past

January 2, 2018 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA
CRD#: 3866
Mukilteo, WA
Past

January 2, 2018 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

BD
CRD#: 3866
Mukilteo, WA
Past

December 8, 2017 - January 2, 2018

FSIC

RIA
CRD#: 37813
Mill Creek, WA
Past

December 8, 2017 - January 2, 2018

FSIC

BD
CRD#: 37813
Mill Creek, WA
Past

August 21, 2012 - December 7, 2017

FSIC

RIA
CRD#: 37813
MILL CREEK, WA
Past

August 21, 2012 - December 7, 2017

FSIC

BD
CRD#: 37813
MILL CREEK, WA
Past

June 12, 2009 - August 29, 2012

HBW ADVISORY SERVICES LLC

RIA
CRD#: 143665
SIMI VALLEY, CA
Past

January 20, 2006 - August 21, 2012

HBW SECURITIES LLC

BD
CRD#: 136959
MILL CREEK, WA
Past

October 31, 2003 - December 31, 2005

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
REDMOND, WA
Past

June 23, 2003 - October 31, 2003

MM ASCEND LIFE INVESTOR SERVICES, LLC

BD
CRD#: 36451
CINCINNATI, OH
Past

December 2, 2002 - May 8, 2003

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN
Past

February 21, 2001 - December 31, 2001

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA
Registered Investment Advisory firm - (4/16/2020 Approved)
California
Registered Investment Advisory firm - (5/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)
Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Washington
(7/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/9/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/23/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/3/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 2/20/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AC
ASPIRE CAPITAL ADVISORS LLC
AFG FINANCIAL | SOUND FINANCIAL INVESTMENTS, INC. | KIRKLAND FINANCIAL ADVISERS | ASPIRE CAPITAL ADVISORS, LLC | ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366 / SEC#: 801-118452

RIA
Registered Investment Advisory firm - (4/16/2020 Approved)
California
Registered Investment Advisory firm - (5/29/2020 Terminated)
Texas
Registered Investment Advisory firm - (4/29/2020 Terminated)
Washington
Registered Investment Advisory firm - (5/29/2020 Terminated)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1815 North 45th Street Suite 105, Seattle, WA 98103
Mailing Address
Phone number
(206) 939-5615
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASPIRE CAPITAL DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENT (3/26/2025)

Regulatory assets under management

Total Number of Accounts4,984
AUM (Assets Under Management)$ 1,007,298,969

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ASPIRE CAPITAL ADVISORS LLC

CRD#: 298366Mukilteo, WA 98275

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