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.
CRD# 2289402
Polaris Wealth Advisory Group
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
| 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 |
- CA
-
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)
- Other
CA, FL, NY, TX
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