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Jayne marie P. sullivan

Valley Wealth Strategies, LLC

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About Jayne marie P. sullivan

Jayne Marie P. Sullivan has been in the financial services industry for over 28 years. Jayne Marie is a registered representative with LPL Financial LLC and an investment advisor representative with Valley Wealth Strategies, LLC. Jayne Marie provides investment advisory services through Valley Wealth Strategies, LLC, an independent investment advisor firm. Jayne Marie has experience in a variety of financial services, including financial planning, investments and insurance. Jayne Marie has a strong commitment to helping clients reach their financial goals.

Firm Information

Jayne marie P. sullivan is currently registered with Valley Wealth Strategies, LLC. Valley Wealth Strategies, LLC is an investment advisory firm headquartered in Lodi, CA. The firm manages over $1 billion in assets for individuals, high-net-worth individuals, and pension and profit-sharing plans. They offer a range of services including financial planning, portfolio management, and selection of other advisors. The firm has 25 licensed agents and 26 registered representatives.
Valley Wealth Strategies, LLC

404 W. PINE STREET

LODI, CA 95240

$1.02B

Assets Under Management

40

Total Clients

23

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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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.

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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Jayne marie P. sullivan’s Registration & Firm History

CA

10/20/2017 - Present

Valley Wealth Strategies, LLC (Lake Forest CA)

CA

12/18/1998 - 11/29/2017

NATIONAL PLANNING CORPORATION (LAKE FOREST CA)

CA

10/26/1994 - 12/18/1998

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

CT

05/06/1996 - 08/19/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 11/13/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/27/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/08/1999

Series 7 - General Securities Representative Examination

BC

Issued 10/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jayne marie P. sullivan.
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