John Bryan Sullivan

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• 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

• 06/2024 → Present
  Morgan Stanley
  Chicago, IL
• 09/2022 → 04/2023
  Morgan Stanley
  San Luis Obispo, CA
• 06/2021 → 08/2021
  Morgan Stanley
  San Luis Obispo, CA
• 04/2024 → 06/2025
  Rod & Hammer
  San Luis Obispo, CA
• 09/2023 → 02/2024
  Milestone Tavern
  San Luis Obispo, CA
• 03/2022 → 09/2023
  Jamba Juice
  San Luis Obispo, CA
• 10/2021 → 03/2022
  Chop Restaurant Supply
  San Luis Obispo, CA
• 08/2019 → 10/2021
  University Of Wyoming
  Laramie, WY
• 09/2023 → 06/2025
  California Polytechnic State University
  San Luis Obispo, CA
• 09/2020 → 12/2020
  Dominos
  Laramie, WY
• 09/2019 → 03/2020
  University Of Wyoming Rec Sports
  Laramie, WY
• 01/2019 → 08/2019
  Jamba Juice
  San Luis Obispo, CA
• 08/2018 → 12/2018
  Five Guys
  San Luis Obispo, CA
• 04/2020 → 07/2020
  Miners Ace Hardware
  San Luis Obispo, CA
• 01/2018 → 08/2018
  Unemployed
  San Luis Obispo, CA
• 08/2017 → 01/2018
  Jersey Mikes
  San Luis Obispo, CA
• 06/2017 → 08/2017
  Sms Masterminds
  San Luis Obispo, CA
• 07/2015 → 06/2017
  Unemployed
  San Luis Obispo, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-01-03
• S63 Uniform Securities Agent State Law Examination
  2025-09-23

Other Names

• Jack Sullivan
• John B Sullivan