JS
CFA · CFP
JS
CFA · CFP

Jonathan Craig Sullivan

18 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
Loading...

Location

873 E. State Street, Eagle, ID, 83616

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jonathan is an investment advisor representative (IAR) at Continuum Advisory, LLC and Wealth Management Associates, dedicating about half of his time to each. He also maintains life insurance licenses and is a member of the Bandon School Board.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
August 2024 - Present · 1 yr 6 mos
Continuum Advisory, LLC
April 2016 - Present · 9 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
November 2017 - August 2024 · 6 yrs 9 mos
Signator Investors, INC.Broker
May 2016 - November 2017 · 1 yr 6 mos
Signator Investors, INC.
May 2016 - November 2017 · 1 yr 6 mos
Transamerica Financial Advisors, INCBroker
September 2009 - May 2016 · 6 yrs 8 mos
Transamerica Financial Advisors, INC.
September 2009 - May 2016 · 6 yrs 8 mos
Transamerica Financial Advisors, INC.
January 2008 - September 2009 · 1 yr 8 mos
Transamerica Financial Advisors, INC.Broker
January 2007 - September 2009 · 2 yrs 8 mos
State Registrations3 states
CAIDOR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.