KJ
KJ

Kurt Jolly

3 Years of Experience
Holland, MI
Broker

Kurt Jolly is a registered investment advisor, based in Holland, MI, with 3 years of industry experience.

Location

301 Hoover Blvd., Suite 300, Holland, MI, 49423

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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.

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Other Business Activities

Kurt is dually registered as an Investment Advisor Representative with West Michigan Advisors and a Registered Representative with Level Four Financial, dedicating about 90% of his time to the former. He also works as an independent contractor coaching and officiating swimming events for a few hours per week.

Employment History
Current Registrations
Level Four Financial, LLCBroker
December 2024 - Present · 1 yr 4 mos
West Michigan Advisors
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2023 - December 2024 · 1 yr 10 mos
Raymond James Financial Services, INC.Broker
January 2023 - December 2024 · 1 yr 11 mos
State Registrations1 state
MI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kurt Jolly - Financial Advisor | TrueAdvisor