Jack SullivanCRD 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.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|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|
Total Assets Under Management89,113MILLIONS
Total Number of Accounts1,276ACCOUNTS
Average Account Value$69,837,471
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
CA, FL, NY, TX
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.