Cherie Jolly has been Chief Compliance Officer of Dynamic Advisor Solutions since November 2016, is a control person of the firm and directly owns under 5% of it.
Dynamic Advisor Solutions LLC is a Phoenix, AZ firm with $5.64B under management, 5,634 clients and 65 advisers across 55 offices, as of its August 2026 filing.
Cherie Jolly is Chief Compliance Officer of Dynamic Wealth Advisors. She works with Dynamic's leadership team, associates and affiliated advisors to ensure the firm's Policies and Procedures are effective, and oversees the Compliance services Dynamic Wealth Advisors provides to other registered investment advisors. Throughout her 30-year career in the securities industry, she has been involved with operations, supervision, new business, financial planning, insurance and compliance.
Cherie Jolly’s longest registration is the current one, 9 years at Dynamic Advisor Solutions since 2017. Before joining Dynamic Advisor Solutions in 2017, Cherie Jolly was registered through Cavanal Hill Investment Management, Inc. and Bok Financial Advisors.
- Cavanal Hill Investment Management, Inc.– · 2 yearsTulsa, OK · Adviser representative · Firm CRD 110774
- Bok Financial Advisors– · 2 yearsTulsa, OK · Adviser representative · Firm CRD 17530
- Bbva Wealth Solutions Inc.– · 2 yearsBirmingham, AL · Adviser representative · Firm CRD 110476
- Contango Capital Advisors, Inc.– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 131308
- Allegis Advisors, Inc.– · 1 yearSalt Lake City, UT · Adviser representative · Firm CRD 131242
- The Householder Group, Estate & Retirement Specialists– · under a yearPhoenix, AZ · Adviser representative · Firm CRD 107773
- Lincoln Financial Advisors Corporation– · 3 yearsPhoenix, AZ · Adviser representative · Firm CRD 3978
Professional designations
Listed by Dynamic Advisor Solutions
- IACCP®
Investment adviser representative registrations
Cherie Jolly is registered as an investment adviser representative in Arizona, since March 2017.
- ArizonaSince 24 March 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 22 May 2001 |
| Series 66 | Uniform Combined State Law Examination | 19 October 2000 |
| Series 7 | General Securities Representative Examination | 5 September 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Cherie Jean Jolly
- CRD
- 1980521
- Firm
- Dynamic Advisor Solutions · CRD 151367
- Role
- Chief Compliance Officer
- Office
- Peoria, AZ
- Registration
- Investment adviser registration
- In the industry since
- July 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynamicadvisorsolutions.com
Where does Cherie Jolly work?
Cherie Jolly has been Chief Compliance Officer of Dynamic Advisor Solutions LLC since November 2016, and is a control person of the firm.
Is Cherie Jolly a financial advisor?
Yes. Cherie Jolly has a current investment-adviser registration in Arizona, through Dynamic Advisor Solutions since March 2017.
How many years of experience does Cherie Jolly have?
Cherie Jolly has 21 years in the financial industry, since July 2005, across 8 adviser firms.
What exams has Cherie Jolly passed?
Cherie Jolly has passed 3 licensing exams: the Series 7, Series 66 and Series 24. The earliest, the Series 7, was passed in September 2000. FINRA credited Cherie Jolly with the SIE, which began in October 2018.
Where did Cherie Jolly work before Dynamic Advisor Solutions?
Before Dynamic Advisor Solutions, Cherie Jolly was registered through Cavanal Hill Investment Management, Inc., February 2014 to April 2016; Bok Financial Advisors, February 2014 to March 2016; Bbva Wealth Solutions Inc., July 2011 to November 2013; Contango Capital Advisors, Inc., September 2007 to June 2009; Allegis Advisors, Inc., May 2005 to April 2007; The Householder Group, Estate & Retirement Specialists, December 2004 to December 2004; Lincoln Financial Advisors Corporation, March 2001 to October 2004.
Where is Cherie Jolly based?
Cherie Jolly’s registered office is in Peoria, AZ.
Is Cherie Jolly registered with FINRA?
No. Cherie Jolly has no current broker registration.
How can I verify Cherie Jolly’s record?
Search CRD 1980521 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cherie Jolly’s full registration record.
