Cherie
Jolly

Dynamic Wealth Advisors

CRD#1980521
Investment Advisor
in Phoenix, AZ

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About this Advisor

Cherie Jolly is a financial advisor operating in Phoenix, Arizona with a total of 6 years of relevant experience. Jolly currently works for Dynamic Wealth Advisors. Over the course of their career, Jolly has held roles at Bbva Compass Investment Solutions, Inc, Bbva Wealth Solutions Inc, Bbva Securities Inc, Bokf, Cavanal Hill, Anchor Compliance Support, LLC and Dynamic Wealth Advisors. Jolly holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Arizona. Dynamic Wealth Advisors is a financial advisory company operating out of Phoenix, AZ. It has offices in 50 locations and a total of 120 employees. It manages $3 billion in total assets among its 12,207 client accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm serves four charitable organizations. Of its 12,207 customer accounts, 22% are held by high-net-worth individuals who have greater than $1 million in assets. Dynamic Wealth Advisors has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fee types charged by Dynamic Wealth Advisors likely consist of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2415 East Camelback Road Suite 700
Phoenix, AZ 85016

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Dynamic Wealth Advisors Brokerage Details

Total Assets Under Management

$3,252,482,987

AZ Average: $1,555,372,352
Total Number of Employees

120

AZ Average: 37
Total Number of Accounts

12,207

AZ Average: 1,370
Average Account Size

$266,444

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Cherie Jolly Work History

Cherie has been registered as a financial advisor for 6 years.*

2016 - Present (8 years)

Dynamic Wealth Advisors

2016 - 2016 (< 1 year)

Anchor Compliance Support, LLC

2013 - 2013 (< 1 year)

Bbva Securities Inc

2013 - 2016 (3 years)

Bokf

2013 - 2016 (3 years)

Cavanal Hill

2011 - 2013 (2 years)

Bbva Compass Investment Solutions, Inc

2011 - 2013 (2 years)

Bbva Wealth Solutions Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Cherie Jolly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dynamic Wealth Advisors

Alecsander Zari
Phoenix, AZ
Jeffrey Krueg
Phoenix, AZ
Theresa Krueg
Chandler, AZ
Timothy Garretson
Phoenix, AZ
Mark Minarik
Idaho Falls, ID
Benjamin Fredlake
Phoenix, AZ
Thomas Mccann
Agoura Hills, CA
Christopher Ordway
Phoenix, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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