Unclaimed Profile

Cherie Jean Jolly

DYNAMIC ADVISOR SOLUTIONS LLC·PHOENIX, Arizona

SIE, Series 7, Series 24, Series 66Clean record25 years registeredDYNAMIC ADVISOR SOLUTIONS LLC

2415 EAST CAMELBACK ROAD, PHOENIX, AZ 85016CRD# 1980521Firm CRD# 151367

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Cherie Jean Jolly · PHOENIX, AZ

Registration

CRD #1980521 · DYNAMIC ADVISOR SOLUTIONS LLC · 25 years registered

Brand Profile

Not yet started

Career History

DYNAMIC

Mar 2017 – present

BOK FINANCIAL ADVISORS

Feb 2014 – Mar 2016

TULSA, OK

CAVANAL HILL INVESTMENT MANAGEMENT, INC.

Feb 2014 – Apr 2016

TULSA, OK

BBVA WEALTH SOLUTIONS INC.

Jul 2011 – Nov 2013

BIRMINGHAM, AL

CONTANGO CAPITAL ADVISORS, INC.

Sep 2007 – Jun 2009

SALT LAKE CITY, UT

ALLEGIS ADVISORS, INC.

May 2005 – Apr 2007

SALT LAKE CITY, UT

THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS

Dec 2004 – Dec 2004

PHOENIX, AZ

LINCOLN FINANCIAL ADVISORS CORPORATION

Mar 2001 – Oct 2004

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · March 23, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DYNAMIC ADVISOR SOLUTIONS LLC

CRD 151367 · SEC 801-72203

AUM

$4.8B

Regulatory assets under management

Employees

125

14,988 client accounts

Services offered by DYNAMIC ADVISOR SOLUTIONS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at DYNAMIC ADVISOR SOLUTIONS LLC →

Introduction

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Frequently Asked Questions

What services does Cherie Jean Jolly offer?

Cherie Jean Jolly specializes in Financial Planning, Investment Management. Contact their office in PHOENIX, Arizona for a consultation.

What are Cherie Jean Jolly's credentials?

Cherie Jean Jolly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Cherie Jean Jolly located?

Cherie Jean Jolly is based in PHOENIX, Arizona, working with DYNAMIC ADVISOR SOLUTIONS LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.

How does Cherie Jean Jolly charge for services?

Cherie Jean Jolly's firm is compensated through percentage of aum, hourly charges, subscription fees, other: asset-based and flat fees for model portfolio adviser services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DYNAMIC ADVISOR SOLUTIONS LLC?

DYNAMIC ADVISOR SOLUTIONS LLC has approximately 125 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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