Jacob Allen Sullivan

Current Employers

Employment History

• 09/2011 → 11/2016
  Wells Fargo Advisors Llc
  Laurie, MO
• 11/2016 → 05/2024
  Wells Fargo Clearing Services, Llc
  Laurie, MO
• 05/2024 → Present
  Wells Fargo Advisors Financial Network, Llc
  Laurie, MO

Previous Registrations

• 2011-09-06 → 2024-05-31
  Wells Fargo Clearing Services, Llc
  Laurie, MO
  Lake Ozark, MO
• 2008-12-10 → 2011-09-07
  Edward Jones
  Camdenton, MO
  Osage Beach, MO
  St Louis, MO
  Laurie, MO

Other Businesses

RED BARN FAMILY FARMS, LLC NOT INV RELATED, LAKE OZARK, MO, 25% OWNERSHIP, START 4/17/2022, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING, FAMILY FARM LAND.| JEFF SULLIVAN MEMORIAL FOUNDATION, INC., INV. RELATED, LAKE OZARK, MO, CO-FOUNDR, START 7/1/2022, 1 HOUR PER MONTH, 0 HOURS DURING TRADING, HELPING ORGANIZE AN ANNUAL FUNDRAISER AND HELPING SELECT SCHOLARSHIP RECIPIENTS.| CITIZENS AGAINST DOMESTIC VIOLENCE (CADV); INV RELATED; CAMDENTON, MO; FINANCE COMMITTEE MEMBER; START 1/1/2024; 2 HOURS PER MONTH; 2 HOURS DURING TRADING; REVIEW FINANCIAL REPORTS BUDGET SPENDING AND PROVIDE A SUMMARY TO THE BOARD.| ROWLAND SULLIVAN PROPERTIES LLC, INV RELATED, LAKE OZARK, MO, 50% OWNERSHIP, START 2/22/2023, ZERO HOURS PER MONTH, ZERO HOURS DURING TRAIDNG, HOLDS FINET PRACTICE BUILDING.| JACOB SULLIVAN FINANCIAL LLC; INV RELATED; LAKE OZARK, MO; 100% OWNERSHIP; START 1/1/2024; 1 HOUR PER MONTH; 0 HOURS DURING TRADING; FINET PRACTICE.| ROWLAND SULLIVAN WEALTH MANAGEMENT LLC, INV RELATED, LAKE OZARK, MO, 50% OWNERSHIP, START 7/1/2024, 160 HRS PER MONTH, 8 HRS DURING TRADING, FINET PRACTICE.| RENTAL PROPERTY (2012); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (2010); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (1838); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (2150); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (1804); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (1015); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (1013); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (2162); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (2160); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| RENTAL PROPERTY (2152); INV RELATED; CHARLESTON, IL; 50% OWNERSHIP; START: 12/02/2024; 1 HOUR A MONTH; 0 HOURS DURING TRADING; RESIDENTIAL RENTAL PROPERTY.| COMMERCIAL RENTAL PROPERTY; INV RELATED; SHELBYVILLE, IL; 50% OWNERSHIP; START DATE 04/30/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING CITIZENS AGAINST DOMESTIC VIOLENCE; INV RELATED; CAMDENTON,MO; HELPING CITIZENS ; TREASURER; START DATE: 01/01/2024; 2 HRS PER MONTH; 2 HRS DURING TRADING;| RENTAL PROPERTY - (1524 ); INV RELATED;CHARLESTON,IL; RENTAL PROPERTY;50% OWNERSHIP; START DATE: 04/15/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2008-12-05

Designations