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Jennifer Lynn Sullivan

MASTRAPASQUA ASSET MANAGEMENT, INC.·NASHVILLE, Tennessee
Clean recordMASTRAPASQUA ASSET MANAGEMENT, INC.
104 WOODMONT BLVD, NASHVILLE, TN 37205CRD# 7323125Firm CRD# 107560

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Lynn Sullivan · NASHVILLE, TN
Registration
CRD #7323125 · MASTRAPASQUA ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Lynn Sullivan is a registered financial advisor based in NASHVILLE, Tennessee, affiliated with MASTRAPASQUA ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MASTRAPASQUA ASSET MANAGEMENT, INC.
M CAPITAL ADVISORS
AUM
$871M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at MASTRAPASQUA ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7323125
Firm CRD# 107560
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jennifer Lynn Sullivan offer?
Jennifer Lynn Sullivan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NASHVILLE, Tennessee for a consultation.
What are Jennifer Lynn Sullivan's credentials?
Jennifer Lynn Sullivan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Lynn Sullivan located?
Jennifer Lynn Sullivan is based in NASHVILLE, Tennessee, working with MASTRAPASQUA ASSET MANAGEMENT, INC.. Their office serves clients in the NASHVILLE metropolitan area and surrounding communities.
How does Jennifer Lynn Sullivan charge for services?
Jennifer Lynn Sullivan's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MASTRAPASQUA ASSET MANAGEMENT, INC.?
MASTRAPASQUA ASSET MANAGEMENT, INC. has approximately 13 employees and manages $871M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MASTRAPASQUA ASSET MANAGEMENT, INC.

Mary Mastrapasqua Fleaner
NASHVILLE, TN
Gennie Montra Campbell
NASHVILLE, TN
Patrick Allen Snell
NASHVILLE, TN
Frank Nmn Mastrapasqua
NASHVILLE, TN
Cary Mastrapasqua Weiderheide
NASHVILLE, TN
Christine Veazey-Dillon
NASHVILLE, TN

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Tennessee
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City Guides
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Research
Advisor Fees in TennesseeNational Fee Analysis
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