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Justin C Jolly

PFG Advisors

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About Justin C Jolly

Justin C Jolly is a financial advisor who has been in the industry since 2007. Justin has a diverse background, having worked with several firms including Mutual Securities, Inc., Securities America, Inc., LPL Financial LLC, CUNA Brokerage Services, Inc., and Chase Investment Services Corp. Justin currently works with PFG Advisors and is a registered representative with the state of North Carolina.

Firm Information

Justin Jolly is currently registered with PFG Advisors. PFG Advisors is an investment advisory firm located in PHOENIX, AZ, with over 100 licensed agents and advisors. They have approximately $2.8 billion in regulatory assets under management. PFG Advisors specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. They also offer selection of other advisors.
PFG Advisors

3200 N. CENTRAL AVE

PHOENIX, AZ 85012

$2.83B

Assets Under Management

10

Total Clients

111

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Jolly’s Registration & Firm History

NC

07/02/2024 - Present

PFG Advisors (West Jefferson NC)

NE

08/11/2022 - 05/31/2024

MUTUAL SECURITIES, INC. (Omaha NE)

AZ

10/10/2017 - 07/22/2022

SECURITIES AMERICA, INC. (PHOENIX AZ)

AZ

01/03/2011 - 10/11/2017

LPL FINANCIAL LLC (PEORIA AZ)

AZ

01/20/2009 - 12/20/2010

LPL FINANCIAL CORPORATION (PHOENIX AZ)

AZ

12/18/2008 - 01/22/2009

CUNA BROKERAGE SERVICES, INC. (PHOENIX AZ)

AZ

10/04/2006 - 01/09/2008

CHASE INVESTMENT SERVICES CORP. (FLAGSTAFF AZ)

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Licenses & Designations

IA

Issued 08/19/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/17/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/31/2011

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/12/2009

Series 7 - General Securities Representative Examination

BC

Issued 10/03/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin C Jolly.
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