John Sullivan, financial advisor Sag Harbor NY

John Sullivan

CRD Number: 5661525
Current Firm: J.p. Morgan Securities LLC

John Sullivan (CRD# 5661525) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Sag Harbor, NY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities, LLC East Hampton, NY Oct 2017 - Current 6
Citigroup Commack, NY Jun 2016 - Oct 2017 1
Gold Coast Bank Islandia, NY Nov 2015 - Jun 2016 < 1
John Sullivan Jr Dba My Canvas Printer East Moriches, NY Mar 2014 - Dec 2015 1
J.p. Morgan Securities LLC Southhampton, NY Oct 2012 - Nov 2015 3
Jpmorgan Chase Bank Center Moriches, NY Mar 2010 - Nov 2015 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2009
Contact Info for John M. Sullivan
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    212,929
    MILLIONS
  • Total Number of Accounts
    982,795
    ACCOUNTS
  • Average Account Value
    $216,656
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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