Jena Sullivan

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → 12/2018
  Fross & Fross
  The Villages, FL
• 08/2009 → 02/2018
  Sii Investments
  The Villages, FL
• 02/2018 → 12/2018
  Lpl Financial Llc
  The Villages, FL
• 01/2019 → Present
  Edward Jones
  St.LOuis, MO

Other Businesses

"Love Project Partnership, LLC Type of business: Real Estate Investment Company Fruitland Park, FL Start date: 10/13/2022 Partner Hours per week: 5 Hours during trading: 0 Desc: This is a real estate investment company owned by my husband and myself. He will be the one who is primarily doing all business transactions. My involvement will be administrative in nature." * "HER Unlimited Type of business: Podcast Ocala, FL Start date: 8/2/2024 Partner Hours per week: 0 Hours during trading: 0 Desc: Co-host of women's podcast * "Intentional Driven Women Type: Date: 03/08/22 Title: Co-Founder Trad Hrs: 0 Tot Hrs: 0 Desc: Organizing of meetings/events for women to network; focusing on personal and professional growth, mental and physical wellness. City-State: The Villages FL" * Lady Lake Area Chamber of Commerce Lady Lake, FL Start date: 3/3/2020 Finance Committee Member Hours per week: 0 Hours during trading: 0 Provides oversight to the Chamber's financial operations, monitors normal operating venues and expenses and adheres to budge established. * ID Women Enterprises, LLC Type of business: Networking and Empowerment Fruitland Park, FL Start date: 6/25/2025 Co-Founder Hours per week: 0 Hours during trading: 0 Administrative management of memberships

Exams

• S66 Uniform Combined State Law Examination
  2019-01-29

Other Names

• Jena Lynn Vieira
• Jena Lynn Vieira
• Jena Lynn Sullivan