Robin K. Jolly

JOLLY, ROBIN K

Sulphur, OK 73086

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CRD#: 6136365

Professional summary

Robin K Jolly is a registered financial advisor currently at JOLLY, ROBIN K located in Sulphur, Oklahoma.

Robin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robin has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

100% ownership in Robin K Jolly CPA, PLLC. This ownership is a public accounting firm providing services in financial statement preparation, payroll, and income tax services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin K Jolly's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 26, 2021 - Present

JOLLY, ROBIN K

Office #1: 3201 Pine Road, Sulphur, OK 73086

RIA

CRD#: 311891

Sulphur, OK

Past

December 19, 2012 - January 31, 2019

GENEOS WEALTH MANAGEMENT, INC.

RIA

CRD#: 120894

DAVIS, OK

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oklahoma
(1/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/18/2012

Uniform Investment Adviser Law Examination

Current Firm

JOLLY, ROBIN K

CRD#: 311891 / SEC#:

Oklahoma

Registered Investment Advisory firm - (1/26/2021 Approved)

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Contact information

Main Address

3201 Pine Road, Sulphur, OK 73086

Mailing Address

P.o. Box 130, Sulphur, OK 73086

Phone number

(580) 622-2995

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robin K. Jolly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robin K Jolly's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOLLY, ROBIN K

GENEOS WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2012

Current Firm

JOLLY, ROBIN K

Contact information

Documents

Red Flags

Company Information

JOLLY, ROBIN K

TRUST BUT VERIFY

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