Kurt Jolly has been an investment adviser representative at Tamarisk Financial since December 2024, and is not listed among the firm’s executive officers or direct owners.
Tamarisk Financial, LLC is a Holland, MI firm with $781M under management, 1,378 clients and 16 advisers in one office, as of its July 2026 filing.
Kurt Jolly’s longest registration is the current one, 1 year at Tamarisk Financial since 2024. Before joining Tamarisk Financial in 2024, Kurt Jolly was registered through Raymond James Financial Services Advisors, Inc.
- West Michigan AdvisorsCurrent– present · 1 yearHolland, MI · Adviser representative · Firm CRD 312073
- Raymond James Financial Services Advisors, Inc– · 1 yearChelsea, MI · Adviser representative · Firm CRD 149018
Investment adviser representative registrations
Kurt Jolly is registered as an investment adviser representative in Michigan, since December 2024.
- MichiganSince 2 December 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7TO | General Securities Representative Examination | 30 January 2023 |
| Series 66 | Uniform Combined State Law Examination | 8 December 2022 |
| SIE | Securities Industry Essentials Examination | 10 January 2022 |
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Kurt Thomas Jolly
- CRD
- 7356004
- Firm
- Tamarisk Financial · CRD 312073
- Office
- 301 HOOVER BLVD., SUITE 300, Holland, MI 49423
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 2023
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Kurt Jolly work?
Kurt Jolly is an investment adviser representative registered through Tamarisk Financial, LLC since December 2024, and is not listed among the firm’s executive officers or direct owners.
Is Kurt Jolly a financial advisor?
Yes. Kurt Jolly has a current investment-adviser registration in Michigan, through Tamarisk Financial since December 2024.
How many years of experience does Kurt Jolly have?
Kurt Jolly has 3 years in the financial industry, since January 2023, across 2 adviser firms.
What exams has Kurt Jolly passed?
Kurt Jolly has passed 3 licensing exams: the SIE, Series 66 and Series 7TO. The earliest, the SIE, was passed in January 2022.
Where did Kurt Jolly work before Tamarisk Financial?
Before Tamarisk Financial, Kurt Jolly was registered through Raymond James Financial Services Advisors, Inc, February 2023 to December 2024.
Where is Kurt Jolly based?
Kurt Jolly’s registered office is in Holland, MI.
Is Kurt Jolly registered with FINRA?
Yes. Kurt Jolly has a current broker registration, under CRD 7356004.
Source: FINRA BrokerCheck
How can I verify Kurt Jolly’s record?
Search CRD 7356004 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Kurt Jolly’s full registration record.
