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Jonathan Craig Sullivan

Continuum Advisory, LLC

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About Jonathan Craig Sullivan

Jonathan Craig Sullivan is a financial advisor with Continuum Advisory, LLC. Jonathan has been in the financial services industry since 2007. Jonathan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations. Jonathan is also a Certified Financial Planner and a Chartered Financial Analyst. Jonathan has a proven track record of success in helping clients achieve their financial goals. Jonathan is registered to provide investment advice in California, Idaho, and Oregon.

Firm Information

Jonathan Sullivan is currently registered with Continuum Advisory, LLC. Continuum Advisory, LLC is an investment advisory firm based in Eagle, ID. The firm manages approximately $1 billion to $10 billion in assets for a variety of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. They offer a wide range of services, including financial planning, portfolio management, and selection of other advisors. Continuum Advisory, LLC participates in wrap fee programs.
Continuum Advisory, LLC

873 E. STATE STREET

EAGLE, ID 83616

$1.29B

Assets Under Management

2,953

Total Clients

35

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jonathan Sullivan’s Registration & Firm History

ID

08/11/2022 - Present

Continuum Advisory, LLC (EAGLE ID)

ID

11/14/2017 - 08/23/2024

TRIAD ADVISORS LLC (Eagle ID)

CA

05/13/2016 - 11/17/2017

SIGNATOR INVESTORS, INC. (PLEASANTON CA)

CA

09/04/2009 - 05/13/2016

TRANSAMERICA FINANCIAL ADVISORS, INC (PLEASANTON CA)

CA

01/09/2007 - 09/04/2009

TRANSAMERICA FINANCIAL ADVISORS, INC. (PLEASANTON CA)

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Licenses & Designations

BOTH

Issued 03/09/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/25/2013

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonathan Craig Sullivan.
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