RJ
RJ

Robin Jolly

11 Years of Experience
Sulphur, OK

Robin Jolly is a registered investment advisor at Jolly, Robin K, based in Sulphur, OK, with 11 years of industry experience. Robin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Sulphur, OK

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robin has 100% ownership in Robin K Jolly CPA, PLLC, a public accounting firm. The firm provides services in financial statement preparation, payroll, and income tax services.

Employment History
Current Registrations
Jolly, Robin K
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Geneos Wealth Management, INC.
December 2012 - January 2019 · 6 yrs 1 mo
State Registrations1 state
OK
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.