Justin C Jolly

Current Employers

Employment History

• 12/2008 → 10/2017
  Lpl Financial Llc
  Phoenix, AZ
• 01/2015 → 07/2022
  Pfg Advisors
  Peoria, AZ
• 10/2017 → 07/2022
  Securities America, Inc.
  West Jefferson, NC
• 08/2022 → 05/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 08/2022 → 05/2024
  Mutual Advisors, Llc.
  Capser, WY
• 07/2024 → 11/2025
  Osaic Wealth, Inc.
  West Jefferson, NC
• 06/2024 → Present
  Pfg Advisors
  Phoenix, AZ
• 11/2025 → Present
  United Planners
  Scottsdale, AZ

Previous Registrations

• 2022-08-11 → 2024-05-31
  Mutual Advisors, Llc
  Camarillo, CA
• 2015-03-02 → 2022-08-01
  Pfg Advisors
  Peoria, AZ
  Phoenix, AZ
  Glendale, AZ
• 2014-08-20 → 2016-09-08
  Lpl Financial Llc
  Phoenix, AZ
  Phoenix, AZ
  Peoria, AZ
  Peoria, AZ
  Gilbert, AZ
  Peoria, AZ
  Glendale, AZ
  Taylorsville, NC

Other Businesses

1.) SUCCESSOR TRUSTEE - SUCCESSOR TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - WEST JEFFERSON, NC - SINCE 06/2023 - NOT INVESTMENT RELATED 2.) JUSTIN JOLLY - AGENT - NON-VARIABLE INSURANCE - WEST JEFFERSON, NC - SINCE 10/2006 - INVESTMENT RELATED 3.) PRIORITY FINANCIAL GROUP, PFG ADVISORS - CHIEF COMPLIANCE OFFICER - DBA NAME FOR MARKETING PURPOSES ONLY - NORTH JEFFERSON, NC - SINCE 07/2024 - INVESTMENT RELATED 4.) PFG ADVISORS - CCO - REGISTERED INVESTMENT ADVISOR - PHOENIX, AZ - SINCE 06/2024 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-19
• S63 Uniform Securities Agent State Law Examination
  2006-10-17