JS
CFA · CFP
JS
CFA · CFP

Jeremiah Sullivan

8 Years of Experience
Topeka, KS
Broker

Jeremiah Sullivan is a CFA, CFP-designated registered investment advisor, based in Topeka, KS, with 8 years of industry experience.

Location

2950 SW McClure Rd, Ste B, Topeka, KS, 66614

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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.

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Other Business Activities

Jeremiah is the Chief Investment Officer at AE Wealth Management, LLC, providing investment advisory services since February 2018. This is a full-time commitment, including time during securities trading hours.

Employment History
Current Registrations
Ae Financial Services, LLCBroker
September 2020 - Present · 6 yrs
Ae Wealth Management, LLC
February 2018 - Present · 8 yrs 7 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
October 2017 - November 2018 · 1 yr 1 mo
State Registrations1 state
KS
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeremiah Sullivan - Financial Advisor | TrueAdvisor