Jolly, Robin K

Jolly, Robin K is a fee-only investment adviser registered with the securities regulator of Oklahoma, with a mailing address in Sulphur, Oklahoma (its office is a private residence, so the street address is not published). It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	State-registered: Oklahoma
Firm CRD number	311891
Office	Sulphur, OK (mailing address; office not published)
Phone	(580) 622-2995
Website	Not listed
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Other
Services	Financial planning
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	September 18, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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