Kevin E 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

• 06/2018 → Present
  Edward Jones
  St Louis, MO
• 05/2017 → 06/2018
  Self-Employed
  Daytona Beach, FL
• 09/2014 → 04/2017
  Del Mar Fans & Lighting
  Daytona Beach, FL

Exams

• S66 Uniform Combined State Law Examination
  2018-08-03

Designations

• Chartered Financial Consultant

Other Names

• Kevin Eugene Sullivan