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Jaclyn Strife Sullivan

Emerson Equity LLC

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About Jaclyn Strife Sullivan

Jaclyn Sullivan is an investment advisor representative at Emerson Equity LLC, a firm that provides financial planning, portfolio management, and other advisory services to individuals, families, and institutions. Jaclyn has been in the financial services industry since 2007 and holds the Series 7, Series 63, and SIE licenses. She has extensive experience in the investment industry and is committed to providing her clients with personalized financial advice that meets their individual needs.

Firm Information

Jaclyn Sullivan is currently registered with Emerson Equity LLC. Emerson Equity LLC is a California-based limited liability company formed in 2003 that provides investment advisory services. With over 200 registered representatives and 70+ investment advisor representatives, the firm manages approximately $176 million in regulatory assets for a range of clients, including individuals, pension plans, and other investment advisors. Their services include financial planning, educational seminars, portfolio management, and selection of other advisors. Emerson Equity focuses on providing comprehensive investment advice to individuals and institutions and specializes in the management of private placement life insurance and insurance dedicated funds. They are registered with the SEC and in all 50 states.
Emerson Equity LLC

155 BOVET ROAD, SUITE 725

SAN MATEO, CA 94402

$176.17M

Assets Under Management

39

Total Clients

165

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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management of private placement life insurance / insurance dedicated funds (single investor private funds)

Management of private placement life insurance / insurance dedicated funds (single investor private funds)

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jaclyn Sullivan’s Registration & Firm History

CA

08/07/2012 - Present

Emerson Equity LLC (Sausalito CA)

CA

08/06/2012 - 08/04/2014

MICROVENTURE MARKETPLACE INC. (SAN FRANCISCO CA)

CA

12/22/2011 - 08/03/2012

SHARESPOST FINANCIAL CORPORATION (SAN FRANCISCO CA)

CA

02/16/2011 - 03/22/2012

EMERSON EQUITY LLC (SAN BRUNO CA)

NY

09/14/2007 - 02/09/2011

MERRIMAN CAPITAL, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/04/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/13/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclyn Strife Sullivan.
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