With my experience, training and knowledge of financial products and services, my clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.
Jack's goal at Sullivan & Associates is to advise clients, their families and their businesses in meeting long-term financial goals, helping them grow, protect, manage, and transfer their wealth. With more than 36 years of experience, Jack sums up his investment advisory philosophy: “My clients deserve the same unbiased financial advice that I would provide my family.”
Jack founded Sullivan & Associates in 2004 after a very successful career with Equitable where he held numerous field and headquarters positions ranging from Registered Representative and Branch Manager to Divisional President.
He is currently an active member of the National Association of Insurance and Financial Advisors and the Association of Financial Service Professionals.
Jack is a Registered Representative with Equitable Advisors holding his FINRA Series 06, 07, 24, 63 and 65 registrations.
Jack entered into the Life Insurance industry in 1978. At the start of his career, Jack joined Equitable as an agent in northern New Jersey. In 1993 Jack relocated to Oklahoma to manage the Oklahoma City Branch.
As a financial advisor, Jack's individual and business clients span the US from coast to coast. He has been a Qualifying and Life Member of the Million Dollar Round Table since 1985. Jack earned his Chartered Life Underwriter designation (CLU) in 1985, the Chartered Financial Consultant designation (ChFC) in 1988 and the Certified Financial Planner designation (CFP®) in 2004. Jack was inducted into the Equitable Hall of Fame in 2010 at the Centurion level. He earned his Retirement Income Certified Professional (RICP®) designation in 2016.
Jack has been active in several charitable organizations, having served twice as Board Chairman of Oklahoma Easter Seals.
Jack resides in Edmond, Oklahoma with his wife, Linda. They have two adult children, John and Greer and two grandchildren, Jack and Drew Louise.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation's required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.