Broker Check
Jerry Sullivan

Jerry Sullivan

Registered Representative

Jerry became a financial advisor in order to provide solid, sound advice to the average investor.  In today's automated world, he is adamant that nothing can replace the human touch when providing that advice.  For that reason he strives to ensure that his clients speak with a live person on the telephone, and that their calls will be answered and their concerns addressed promptly.  Jerry holds a bachelor's degree in Political Science from University of California at Berkeley.  He received the Behavioral Financial Advisor Credential and holds the following industry licenses:  Series 6, 63 and 65.  He holds insurance licenses in AZ, CA, DC, FL, MI, NM, OR, PA, and WA.  CA Insurance License #0668720

SPECIALIZING IN: Helping individuals and smaller businesses with risk assessment and estate planning for their financial futures, including life insurance solutions. 

BRANCH OFFICE: 423 F Street, Suite 102, Davis, CA  95616 (530) 753-6527