Kurt Jolly (CRD# 7356004) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Chelsea, MI and has 1 year of experience in the finance industry.
CRD# 4272290
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5616108
J.p. Morgan Securities LLC
CRD# 4992131
Stifel, Nicolaus & Company, Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | Chelsea, MI | Feb 2023 - Current | 1 |
| Raymond James Financial Services, Inc. | Chelsea, MI | Feb 2022 - Current | 2 |
| Community Pool | Chelsea, MI | Feb 2022 - Current | 2 |
| Raymond James Financial Services, Inc. | Chelsea, MI | Jan 2022 - Feb 2022 | < 1 |
| Northwestern Mutual | Grand Haven, MI | Jun 2021 - Jan 2022 | < 1 |
| Unemployed | Holland, MI | Jun 2021 - Aug 2021 | < 1 |
| Albion College | Albion, MI | Aug 2020 - Jun 2021 | < 1 |
| Albion College | Albion, MI | Aug 2019 - Jun 2020 | < 1 |
| Travis Pointe Country Club | Ann Arbor, MI | May 2019 - Aug 2019 | < 1 |
| Albion College | Albion, MI | Aug 2018 - May 2019 | < 1 |
| Travis Pointe Country Club | Ann Arbor, MI | May 2018 - Aug 2018 | < 1 |
| Albion College | Albion, MI | Aug 2017 - May 2018 | < 1 |
| Travis Pointe Country Club | Ann Arbor, MI | May 2017 - Aug 2017 | < 1 |
| Chelsea High School | Chelsea, MI | Aug 2016 - May 2017 | < 1 |
| Travis Pointe Country Club | Ann Arbor, MI | May 2016 - Aug 2016 | < 1 |
| Chelsea High School | Chelsea, MI | Aug 2015 - May 2016 | < 1 |
| Travis Pointe Country Club | Chelsea, MI | May 2015 - Aug 2015 | < 1 |
| Chelsea High School | Chelsea, MI | Aug 2014 - May 2015 | < 1 |
| Unemployed | Chelsea, MI | May 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2022 |
- MI
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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