AdvisorOS Directory
Claim Profile
JS

Jason Christopher Sullivan

VESTED, INC·CORAL GABLES, Florida
Unclaimed Profile
95 MERRICK WAY, CORAL GABLES, FL 33134CRD# 5959375Firm CRD# 305863
01

About

Jason Christopher Sullivan is a registered financial advisor based in CORAL GABLES, Florida, affiliated with VESTED, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Financial Education
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
VESTED INVESTMENT MANAGEMENT, LLC
VESTED
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at VESTED INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Educational seminars/workshops
04

Background

Compensation
Fixed fees
Other: REFERRAL BASED FEES FOR INTRODUCTIONS TO OTHER SERVICE PROVIDERS
Regulatory
SEC/IARD CRD# 5959375
Firm CRD# 305863
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CORAL GABLES?

Browse all registered financial advisors in CORAL GABLES, Florida or claim this profile if it's yours.

Browse CORAL GABLES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Jason Christopher Sullivan offer?
Jason Christopher Sullivan specializes in Financial Planning, Financial Education. Contact their office in CORAL GABLES, Florida for a consultation.
What are Jason Christopher Sullivan's credentials?
Jason Christopher Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Christopher Sullivan located?
Jason Christopher Sullivan is based in CORAL GABLES, Florida, working with VESTED, INC. Their office serves clients in the CORAL GABLES metropolitan area and surrounding communities.
How does Jason Christopher Sullivan charge for services?
Jason Christopher Sullivan's firm is compensated through fixed fees, other: referral based fees for introductions to other service providers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VESTED, INC?
VESTED, INC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CORAL GABLES
Victor Luis Maruri — HCP MANAGEMENT CO., LLCAnthony English Poppe — FIRESTONE CAPITAL MANAGEMENT INCAndrew Hamilton Jacobus — FINSER INTERNATIONAL CORPORATIONJohanna Andrea Robledo — FOREM INVESTMENTS LLCCarlos Luis Signoret — ALTURA MANAGEMENT COMPANY, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)WEST PALM BEACH (251)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile