Full text of JOE JOLLY & CO., INC.'s X-17A-5 filed 2025-11-18 (period 2025-08-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ # **Joe Jolly & Company, Inc. Financial Statements and Supplementary Information August 31, 2025** # **CONFIDENTIAL DOCUMENT** **This report is deemed CONFIDENTIAL in accordance with Rule 17A-5(e)(3) under the Securities Exchange Act of 1934. A statement of financial condition bound separately has been filed with the Securities and Exchange Commission, simultaneously herewith as a public document.** {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 # ANNUAL REPORTS FORM X-17A-5 PART III | OMB APPROVAL | |--------------------------| | OMB Number: 3235-0123 | | Explres: Nov. 30, 2026 | | Estimated average burden | | hours per response: 12 | SEC FILE NUMBER 8-18805 FACING PAGE Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securitles Exchange Act of 1934 | FILING FOR THE PERIOD BEGINNING 09/01/2024 | | | AND ENDING 08/31/2025 | | |-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|--|-----------------------|--------------------------------------------| | | MM/DD/YY | | | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM:<br>JOE JOLLY & CO., INC. | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>Major security-based swap participant<br>Broker-dealer Security-based swap dealer<br>Check here if respondent is also an OTC derivatives dealer | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 420 No 20th St., Suite 2350 | | | | | | | (No. and Street) | | | | | Birmingham, AL 35203 | | | | | | (City) | (State) | | | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Joe Jolly, Jr. | 205-252-2105 | | jjco@jjollyco.com | | | (Name) | (Area Code-Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing* | | | | | | CROPPER ACCOUNTANCY CORP. | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 2700 Ygnacio Valley Road, Ste 270, Walnut Creek, CA 94598 | | | | | | (Address) | (City) | | (State) | (Zip Code) | | 03/04/2009 | | | 3381 | | | (Date of Registration with PCAOB)(if applicable) | | | | (PCAO…Read the full text as markdown