Kurt Thomas Jolly

Current Employers

Employment History

• 01/2022 → 02/2022
  Raymond James Financial Services, Inc.
  Chelsea, MI
• 06/2021 → 01/2022
  Northwestern Mutual
  Grand Haven, MI
• 08/2020 → 06/2021
  Albion College
  Albion, MI
• 06/2021 → 08/2021
  Unemployed
  Holland, MI
• 08/2019 → 06/2020
  Albion College
  Albion, MI
• 05/2019 → 08/2019
  Travis Pointe Country Club
  Ann Arbor, MI
• 08/2018 → 05/2019
  Albion College
  Albion, MI
• 05/2018 → 08/2018
  Travis Pointe Country Club
  Ann Arbor, MI
• 08/2017 → 05/2018
  Albion College
  Albion, MI
• 05/2017 → 08/2017
  Travis Pointe Country Club
  Ann Arbor, MI
• 08/2016 → 05/2017
  Chelsea High School
  Chelsea, MI
• 02/2022 → 12/2024
  Raymond James Financial Services, Inc.
  Chelsea, MI
• 02/2022 → Present
  Community Pool
  Chelsea, MI
• 02/2023 → 12/2024
  Raymond James Financial Services Advisors, Inc.
  Chelsea, MI
• 09/2023 → 12/2024
  Not Provided
  Jackson, MI
• 12/2024 → Present
  West Michigan Advisors
  Holland, MI
• 12/2024 → Present
  Level Four Financial, Llc
  Dallas, TX

Previous Registrations

• 2023-02-07 → 2024-12-02
  Raymond James Financial Services Advisors, Inc
  Chelsea, MI

Other Businesses

(1.) Kurt Jolly is dually registered as an Investment Advisor Representative with West Michigan Advisors ("WMA" - since 12/2024) and Registered Representative with Level Four Financial, LLC (since 12/2024). Business is conducted from 301 Hoover Blvd., Suite 300 Holland, Michigan 49423. Approximately 90% of Mr. Jolly's time will be for services as an Investment Advisor Representative and 10% as a Registered Representative. (2.) MHSAA swim coaching; Not Investment Related; 550 Maple Ave, Holland, MI 49423; 501c3; Independent contractor, Coach; Start Date: 11/1/2025; 10-15 hours devoted per week, 10 hours devoted per week during trading hours; Coaching and officiating for regional and national swimming events in various capacities. (3.) Junior Varsity Golf Coach, West Ottawa School District - Independent Contractor - Non-Investment Related - Teach the fundamentals of golf, teach how to play competitive golf, and facilitate the transportation to and from golf matches. 10% of time spent on this activity, none during trading hours. (4.) Holland Education Foundation; Not Investment Related; 320 W 24th Street, Hollan, MI 49423; Non-profit 501(c)3 organization to raise funds to better Holland Public Schools; Board Member; Start Date: 3/1/2025; 5 hours devoted monthly; 0 hours devoted during trading hours; provide advice and personal insight into the operations of the foundation.

Exams

• S66 Uniform Combined State Law Examination
  2022-12-08