Hannah Marie Sullivan

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 04/2016 → 08/2022
  Adam Carr At Lincoln Financial Advisors
  Irvine, CA
• 12/2017 → 11/2018
  Kimmie's Coffee Cup
  Brea, CA
• 08/2015 → 01/2019
  California State University, Fullerton
  Fullerton, CA
• 05/2019 → 08/2022
  Lincoln Financial Advisors Corporation
  Irvine, CA
• 08/2022 → Present
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2022 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2019-12-05 → 2022-08-01
  Osaic Fa, Inc.
  Irvine, CA
  Orange, CA

Other Businesses

(1) Modern Wealth Design - DBA; Investment Related; 125 S. Olive Street, Orange, CA 92866; Financial Planning/Wealth Management; Financial Planner; Start 1/2/2020; 125 hr/mo, 125 hr/mo during trading. (2) Insurance; Investment Related; 125 S. Olive Street, Orange, CA 92866; Insurance (fixed and variable); Financial Planner; Start 1/2/2020; 125 hr/mo, 125 hr during trading. (3) Orange Blossoms; Not Investment Related; No Address; Auxiliary of Assistance League, we raise money for women and children in need; Secretary; Start 8/26/2025; 5 hours/month during trading. (4) Community Foundation of Orange; Not Investment Related; No Address; Non-Profit, we raise money and give back to different groups in need in the city of Orange; Board of Directors; Start 9/1/2025; 2 hours/month during trading.

Exams

• S66 Uniform Combined State Law Examination
  2019-12-02

Designations

• Certified Financial Planner