Unclaimed Profile

Jonathan Craig Sullivan

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

SIE, Series 7, Series 24, Series 66CFP CFAClean record18 years registeredCONTINUUM ADVISORY, LLC

868 E. RIVERSIDE DRIVE, EAGLE, ID 83616CRD# 5270944Firm CRD# 283155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan Craig Sullivan · EAGLE, ID

Registration

CRD #5270944 · CONTINUUM ADVISORY, LLC · 18 years registered

Brand Profile

Not yet started

Career History

OSAIC WEALTH, INC.

Aug 2024 – present

CONTINUUM ADVISORY, LLC

Apr 2016 – present

SIGNATOR INVESTORS, INC.

May 2016 – Nov 2017

PLEASANTON, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Sep 2009 – May 2016

PLEASANTON, CA

TRANSAMERICA FINANCIAL ADVISORS, INC.

Jan 2008 – Sep 2009

PLEASANTON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · January 23, 2008

Years registered · 18

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONTINUUM ADVISORY, LLC

CRD 283155 · SEC 801-107439

AUM

$1.3B

Regulatory assets under management

Employees

2,953 client accounts

Services offered by CONTINUUM ADVISORY, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CONTINUUM ADVISORY, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan Craig Sullivan offer?

Jonathan Craig Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EAGLE, Idaho for a consultation.

What are Jonathan Craig Sullivan's credentials?

Jonathan Craig Sullivan holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jonathan Craig Sullivan located?

Jonathan Craig Sullivan is based in EAGLE, Idaho, working with CONTINUUM ADVISORY, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.

How does Jonathan Craig Sullivan charge for services?

Jonathan Craig Sullivan's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONTINUUM ADVISORY, LLC?

CONTINUUM ADVISORY, LLC has approximately 66 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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