Jena Sullivan

CRD 2859633 · Edward Jones · The Villages, FL

IA RegisteredBroker

Also appears in the source record as: Jena Lynn Sullivan; Jena Lynn Vieira

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (4): SIESeries 7Series 24Series 66
Registered states (30): Alabama · Arizona · California · Colorado · District Of Columbia · Florida · Georgia · Illinois · Indiana · Kansas · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nevada · New Jersey · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington · Wisconsin · Wyoming
Years in the industry (source record): 20
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 2859633 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm: Edward Jones
Firm CRD: 250
SEC number: 801-3297
Assets under management: $1.0T as of Jun 29, 2026
Website: www.twitter.com/EDWARDJONES ↗
Phone: 314-515-2000
Firm location: St. Louis, MO, 63131

Employment history (5)

From the source registration record · current first

Edward JonesCurrent
The Villages, FL · IA capacity

start not retrieved → present
Edward JonesCurrent
The Villages, FL · BC capacity

start not retrieved → present
Lpl Financial LLC
The Villages, FL · BC capacity

Feb 14, 2018 → Jan 14, 2019
Sii Investments, Inc.
The Villages, FL · BC capacity

Oct 13, 2009 → Feb 14, 2018
Mutual Service Corporation
Boston, MA · BC capacity

Oct 6, 2000 → Mar 10, 2004

Source & corrections

Where this page comes from

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