Cherie Jolly, financial advisor Phoenix AZ

Cherie Jolly

CRD Number: 1980521
Current Firm: Dynamic Wealth Advisors

Cherie Jolly (CRD# 1980521) is an Investment Advisor Representative working at Dynamic Wealth Advisors in Phoenix, AZ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Dynamic Wealth Advisors Scottsdale, AZ Nov 2016 - Current 7
Anchor Compliance Support, LLC Tulsa, OK Apr 2016 - Nov 2016 < 1
Bokf Tulsa, OK Nov 2013 - Apr 2016 2
Cavanal Hill Tulsa, OK Nov 2013 - Apr 2016 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2000
Contact Info for Cherie J. Jolly
Phone Number: (877) 257-3840
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    4,829
    MILLIONS
  • Total Number of Accounts
    14,988
    ACCOUNTS
  • Average Account Value
    $322,208
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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