Kurt Thomas Jolly
Investment Adviser Representative at WEST Michigan Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kurt Thomas Jolly is an investment adviser representative with WEST Michigan Advisors in Holland, MI, where they have been registered since 2024. They have worked in the securities industry since 2023 and were previously registered with Raymond James Financial Services Advisors, Inc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Michigan.
Office
Advisors at this office: 17
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Michigan
- Broker:
1 state or territory
Michigan
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Raymond James Financial Services, Inc.Jan 2022 – Feb 2022Chelsea, MI
- Northwestern MutualJun 2021 – Jan 2022Grand Haven, MI
- Albion CollegeAug 2020 – Jun 2021Albion, MI
- unemployedJun 2021 – Aug 2021Holland, MI
- Albion CollegeAug 2019 – Jun 2020Albion, MI
- Travis Pointe Country ClubMay 2019 – Aug 2019Ann Arbor, MI
- Albion CollegeAug 2018 – May 2019Albion, MI
- Travis Pointe Country ClubMay 2018 – Aug 2018Ann Arbor, MI
- Albion CollegeAug 2017 – May 2018Albion, MI
- Travis Pointe Country ClubMay 2017 – Aug 2017Ann Arbor, MI
- Chelsea High SchoolAug 2016 – May 2017Chelsea, MI
- Raymond James Financial Services, Inc.Feb 2022 – Dec 2024Chelsea, MI
- Community PoolFeb 2022 – no end date reportedChelsea, MI
- Raymond James Financial Services Advisors, Inc.Feb 2023 – Dec 2024Chelsea, MI
- Not ProvidedSep 2023 – Dec 2024Jackson, MI
- West Michigan AdvisorsDec 2024 – no end date reportedHolland, MI
- Level FOUR Financial, LLCDec 2024 – no end date reportedDallas, TX
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About WEST Michigan Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Subscription fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Holland, MI
- SEC file number:
- 801-120208
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 22, 2026
View full firm profileOther advisors at WEST Michigan Advisors
Showing 12 of 17 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kurt Thomas 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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