PPrivate Fund Data Log in Join · $37/mo

Frank Gehman Jolley

Co-Chief Investment OfficerLive Oak Private Wealth, LLCCRD 1011372

About Frank Gehman Jolley

Frank Gehman Jolley is listed as Co-Chief Investment Officer at Live Oak Private Wealth, LLC in Wilmington, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Live Oak Private Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Frank Gehman Jolley work?

Frank Gehman Jolley is listed as Co-Chief Investment Officer at Live Oak Private Wealth, LLC on SEC Form ADV.

How much of Live Oak Private Wealth, LLC does Frank Gehman Jolley own?

Form ADV reports a beneficial ownership band of Under 5%.

Live Oak Private Wealth, LLC

TitleCo-Chief Investment Officer
OwnershipUnder 5%
Control personYes
Since2020
View Live Oak Private Wealth, LLC →