Jenna Lolly

VP of Operations / Financial Advisor

jenna-adjusted

Jenna was raised in South West Florida and moved to Jacksonville to attend The University of North Florida in 2012. At UNF she dual majored and graduated in 2016 with a Bachelors in Finance and a Bachelors from the top rated financial services program. During her senior year she entered the financial services industry, working for New York Life in a commissions-only role. Realizing that “salesperson” was not the role for her, she transferred to the other extreme and worked for a fee-only boutique firm in Jacksonville.

Limited in her growth and learning opportunities, Jenna joined NuVenture’s independent firm. NuVenture offered her freedom to explore many financial needs her clients may face and they have continuously encouraged her to continue her education.

Working under the independent umbrella of NuVenture, she has the ability to advise others and develop strong relationships with the clients she works with. Jenna is an Investment Adviser Representative and aims to help assist the families she works with in their financial goals through decade’s long relationships. She enjoys engaging with these families and helping them with their retirement. Her goal is to increase the financial literacy for all she works with and within the community.

Outside of work, Jenna spends time with her young nieces. She tries to keep well rounded, participating in outdoor activities, crafts, and music. However, continuing education and advancement in her field is always at the top of her mind.

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