Jolie Brantley
Administrative Support
Jolie joined Retirement Planning Group in 2016. She started as a file clerk and has since transitioned into an Administrative Support role in which she helps the team by running accurate reports and creating summaries of clients’ accounts. She obtained her Associate of Science Degree in 2020 from Lane Community College and is currently attending classes to receive her Bachelor’s Degree in Business Administration at the University of Oregon.
Jolie grew up in Oregon and enjoys spending time with friends and family, being in the great outdoors, and exploring Oregon’s trails.
Securities: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin
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See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
