Jack Sullivan, financial advisor San Francisco CA

Jack Sullivan

CRD Number: 7194413
Current Firm: Iconiq Capital, LLC

Jack Sullivan (CRD# 7194413) is an Investment Advisor Representative working at Iconiq Capital, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Iconiq Capital San Francisco, CA Jul 2020 - Current 1
Ohio State University Columbus, OH Jul 2017 - May 2021 3
Bluestone Wealth Partners Columbus, OH Nov 2019 - Apr 2021 1
Pnc Financial Services Columbus, OH Jun 2020 - Jul 2020 < 1
Ohio State University Columbus, OH Jul 2018 - Oct 2019 1
Worthington Industries Worthington, OH May 2019 - Aug 2019 < 1
Westwood Country Club Rocky River, OH Jun 2015 - Aug 2018 3
School Lakewood, OH Aug 2011 - Jun 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Jack P. Sullivan
Phone Number: 415-967-7763
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    89,113
    MILLIONS
  • Total Number of Accounts
    1,276
    ACCOUNTS
  • Average Account Value
    $69,837,471
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CA, FL, NY, TX

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