Jonathan Craig Sullivan
Investment adviser representative at Continuum Advisory, LLC
10 yearsExperience
3 statesRegistered in
CFP® certification, CFADesignations
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Continuum Advisory, LLCApr 2016 to now
- Wealth Management AssociatesApr 2016 to now
- Triad Advisors, Inc.Nov 2017 to Aug 2024
- Signator Investors, Inc.May 2016 to Nov 2017
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 3 states (CA, ID, OR).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5270944
- Firm CRD
- 283155