Unclaimed Profile

Jonathan Craig Sullivan

CONTINUUM ADVISORY, LLC·EAGLE, Idaho

Clean recordCONTINUUM 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jonathan Craig Sullivan is a registered financial advisor based in EAGLE, Idaho, affiliated with CONTINUUM ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CONTINUUM ADVISORY, LLC

AUM

$1.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CONTINUUM ADVISORY, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5270944

Firm CRD# 283155

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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