James SullivanCRD Number: 6026015
Current Firm: Edward Jones
James Sullivan (CRD# 6026015) is an Investment Advisor Representative working at Edward Jones in Superior, NE and has over 5 years of experience in the finance industry.
H.d. Vest Advisory Services, Inc.
|Edward Jones||St. Louis, MO||Feb 2012 - Current||6|
|Bellevue University||Bellevue, NE||Oct 2007 - Feb 2012||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2012|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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