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Cherie Jean Jolly

Investment Adviser Representative at DYNAMIC

Peoria, AZCRD #1980521Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
21 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Arizona
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/19/2000
SIE
Securities Industry Essentials Examination
Passed 3/31/2016
Series 7
General Securities Representative Examination
Passed 9/5/2000
Series 24
General Securities Principal Examination
Passed 5/22/2001

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Dynamic Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DYNAMICCurrent
3/24/2017Peoria, AZ
CAVANAL HILL INVESTMENT MANAGEMENT, INC.
2/27/20144/15/2016Tulsa, OK
BOK FINANCIAL ADVISORS
2/27/20143/31/2016Tulsa, OK
BBVA WEALTH SOLUTIONS INC.
7/13/201111/4/2013Birmingham, AL
CONTANGO CAPITAL ADVISORS, INC.
9/19/20076/29/2009Salt Lake City, UT
ALLEGIS ADVISORS, INC.
5/19/20054/23/2007Salt Lake City, UT
THE HOUSEHOLDER GROUP, ESTATE & RETIREMENT SPECIALISTS
12/9/200412/15/2004Phoenix, AZ
LINCOLN FINANCIAL ADVISORS CORPORATION
3/23/200110/5/2004Phoenix, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at DYNAMIC

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Cherie Jean Jolly has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Cherie Jean Jolly - Financial Advisor in Peoria, AZ | AdvisorFinder