Jordan A Sullivan

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 07/2013 → 01/2023
  Wells Fargo Clearing Services Llc
  Cedar Rapids, IA
• 05/2024 → 04/2026
  Edward Jones
  St. Louis, MO
• 03/2024 → 05/2024
  Unemployed
  Cedar Rapids, IA
• 01/2023 → 03/2024
  Dubuque Bank And Trust
  Cedar Rapids, IA
• 04/2026 → Present
  Wells Fargo Clearing Services, Llc
  West Des Moines, IA

Previous Registrations

• 2024-05-28 → 2026-04-06
  Edward Jones
  Cedar Rapids, IA
  Marion, IA
  St Louis, MO
  Cedar Rapids, IA
• 2017-06-09 → 2023-01-11
  Wells Fargo Clearing Services, Llc
  Cedar Rapids, IA
  West Des Moines, IA
  Davenport, IA
  Marion, IA
  West Des Moines, IA

Other Businesses

"festivals, bar/restaurants, private parties Type: Date: 01/15/08 Title: Trad Hrs: 0 Tot Hrs: 0 Desc: for playing live music City-State: Cedar Rapids IA" ******* JORDAN SULLIVAN MUSICIAN; NOT INV RELATED;CEDAR RAPIDS,IA; PLAY LIVE MUSIC;100% OWNERSHIP; START DATE: 01/02/2006; 4 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-09
• S63 Uniform Securities Agent State Law Examination
  2017-05-11

Other Names

• Jordan Sullivan
• Jordan Allen Sullivan