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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Jolley Wealth Management, LLC

Hal K. Jolley

CRD 5665219 · Scottsdale, AZ

At a glance

Hal K. Jolley is an investment adviser representative with Jolley Wealth Management, LLC in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Hal’s SEC record dates to 2009, about 17 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Jolley Wealth Management, LLCSince July 2025Scottsdale, AZ · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2009 (17 years)
Designations
Chartered Financial Analyst
Exams
Series 66
Registered in
1 state
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Hal’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.