DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Janette S Jolly
Feed of 09/14/2026
Also filed as Jan Jolly
At current firm
0 y
since Aug 18, 2026
In the industry
16 y
since Oct 7, 2009 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Apollon Financial, LLC independent RIA currentsince Aug 18, 2026 · Mount Pleasant, Sc
- Good Life Advisors, LLC independent RIAApr 5, 2018 to Mar 23, 2026 · Greenville, Sc
- Waddell & Reed formerMar 30, 2016 to Apr 7, 2017 · Charlotte, Nc
- Waddell & Reed formerJan 13, 2014 to Apr 4, 2014 · Greenville, Sc
- Waddell & Reed formerDec 3, 2009 to Dec 31, 2012 · Columbia, Sc
Moves
a registration end followed by a registration begin elsewhere
- Good Life Advisors, LLC to Apollon Financial, LLCleft Mar 23, 2026, registered Aug 18, 2026 (148 days) · RIA to RIA
- Waddell & Reed to Good Life Advisors, LLCleft Apr 7, 2017, registered Apr 5, 2018 (363 days) · Other
Signals
- Janette S Jolly left Good Life Advisors, Llc for Apollon Financial, Llc (registered 2026-08-18)Mar 23, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address