Jayne Marie
P. Sullivan
Valley Wealth Strategies, LLC
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About this Advisor
Jayne Marie P. Sullivan is a financial advisor based in Lake Forest, California, working with Valley Wealth Strategies, LLC. Jayne has previously held positions at Zuk & Associates, National Planning Corporation, Lpl Financial LLC, and Valley Wealth Strategies, LLC. Jayne has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Jayne is part of Valley Wealth Strategies, LLC, which operates out of Lake Forest, California. The firm has 21 offices and 30 employees. The firm manages assets totaling $1.0 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Valley Wealth Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Valley Wealth Strategies, LLC Brokerage Details
$1,021,500,000
30
4,110
$248,540
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jayne Marie P. Sullivan Work History
Lpl Financial LLC
Valley Wealth Strategies, LLC
Zuk & Associates
National Planning Corporation
Disclosures
Please visit the SEC profile of Jayne Marie P. Sullivan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Valley Wealth Strategies, LLC
Sunnyvale, CA
Placentia, CA
Walnut Creek, CA
Menlo Park, CA
Brawley, CA
Sonora, CA
Yuba City, CA
Lodi, CA
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