Unclaimed Profile

Justin C Jolly

MUTUAL ADVISORS, LLC·OMAHA, Nebraska

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOClean record11 years registeredMUTUAL ADVISORS, LLC

9140 W DODGE ROAD, OMAHA, NE 68114CRD# 5217598Firm CRD# 167658

Profile Verification

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

Identity

Justin C Jolly · OMAHA, NE

Registration

CRD #5217598 · MUTUAL ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

PFG ADVISORS

Jul 2024 – present

MUTUAL ADVISORS, LLC

Aug 2022 – May 2024

Camarillo, CA

PFG ADVISORS

Mar 2015 – Aug 2022

PEORIA, AZ

LPL FINANCIAL LLC

Aug 2014 – Sep 2016

PEORIA, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · August 20, 2014

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MUTUAL ADVISORS, LLC

CRD 167658 · SEC 801-78089

AUM

$6.9B

Regulatory assets under management

Employees

255

20,381 client accounts

Services offered by MUTUAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MUTUAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Justin C Jolly offer?

Justin C Jolly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in OMAHA, Nebraska for a consultation.

What are Justin C Jolly's credentials?

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

Where is Justin C Jolly located?

Justin C Jolly is based in OMAHA, Nebraska, working with MUTUAL ADVISORS, LLC. Their office serves clients in the OMAHA metropolitan area and surrounding communities.

How does Justin C Jolly charge for services?

Justin C Jolly's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUTUAL ADVISORS, LLC?

MUTUAL ADVISORS, LLC has approximately 255 employees and manages $6.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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