Justin C Jolly
Investment adviser representative at Pfg Advisors
18 yearsExperience
1 stateRegistered in
$3.3BFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- United PlannersNov 2025 to now
- Pfg AdvisorsJun 2024 to now
- Osaic Wealth, Inc.Jul 2024 to Nov 2025
- Mutual Advisors, LLC.Aug 2022 to May 2024
- Mutual Securities, Inc.Aug 2022 to May 2024
- Securities America, Inc.Oct 2017 to Jul 2022
- Pfg AdvisorsJan 2015 to Jul 2022
- LPL Financial LLCDec 2008 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (NC).
Pfg Advisors
Legal name: Pfg Advisors, LLC
$3.3BAssets managed
7,592Clients
83Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5217598
- Firm CRD
- 173344