Cherie Jean Jolly

Dynamic Wealth Advisors

21 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate Planning

Dynamic Wealth Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

81 advisors

Number of Clients

5,484 clients

Average Client Portfolio

$974K average

Assets Under Management

$5.3B

Fee Structure

Location

2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Dynamic

March 2017 - Present · 8 yrs 11 mos

Previous Registrations

Cavanal Hill Investment Management, INC.

February 2014 - April 2016 · 2 yrs 2 mos

Bok Financial Advisors

February 2014 - March 2016 · 2 yrs 1 mo

Bosc, INC.Broker

December 2013 - March 2016 · 2 yrs 3 mos

Bbva Securities INC.Broker

May 2013 - November 2013 · 6 mos

Bbva Wealth Solutions INC.

July 2011 - November 2013 · 2 yrs 4 mos

Bbva Compass Investment Solutions, INCBroker

June 2011 - May 2013 · 1 yr 11 mos

Contango Capital Advisors, INC.

September 2007 - June 2009 · 1 yr 9 mos

Zions Direct, INC.Broker

September 2007 - June 2009 · 1 yr 9 mos

Equity Services, INC.Broker

June 2005 - February 2007 · 1 yr 8 mos

Allegis Advisors, INC.

May 2005 - April 2007 · 1 yr 11 mos

The Householder Group, Estate & Retirement Specialists

December 2004 - December 2004 · 0 mos

Sunamerica Securities, INC.Broker

October 2004 - December 2004 · 2 mos

Lincoln Financial Advisors Corporation

March 2001 - October 2004 · 3 yrs 7 mos

The Lincoln National Life Insurance CompanyBroker

September 2000 - October 2004 · 4 yrs 1 mo

Lincoln Financial Advisors CorporationBroker

September 2000 - October 2004 · 4 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.