Jay Thomas Sullivan
Investment adviser representative at Kmf Investments Management, LLC
14 yearsExperience
1 stateRegistered in
$146MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Kmf Investments Management, LLCJan 2026 to now
- Conroe Independent School DistrictApr 2021 to now
- UnemployedJun 2018 to Mar 2021
- Norton Rose Fulbright Us, LLPOct 2012 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kmf Investments Management, LLC
$146MAssets managed
59Clients
4Advisers
Under 1 yearIn 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
- 8214024
- Firm CRD
- 146210