Jaynie Sullivan, a Financial Advisor with Zuk Financial Group since 1994, is located in Lake Forest and San Dimas, California. A Registered Representative for LPL Financial, Jaynie holds FINRA Series 6, 7, 63 with LPL Financial and 65 registrations with Zuk Financial Group and LPL Financial. She is also licensed with the California Department of Insurance for Life, Disability, Long-term Care Insurance and Variable Annuities. Through her investment advisory and financial planning practice, Jaynie has access to a spectrum of mutual fund families, stocks, bonds, annuities and life insurance related programs. As an IAR, Jaynie offers both institutionally managed programs to her clients as wel

Jaynie Sullivan
Financial Advisor
Zuk Financial Group
United States, California, Dana Point
About Me
Profile Information
Financial Advisor
Zuk Financial Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Dana Point
California
United States
Oct 15, 2025
Work Experience
LPL Financial
Registered Representative
Email: jsullivan@zukfinancial.com
Zuk Financial Group
Financial Advisor Jan 1994 - Present
Email: jsullivan@zukfinancial.com
More profiles to browse
Ahamad Manohorathat
Registered Representative
NM
Narine Mardanyan
Financial Advisor
KK
Kelly Kruzick
Financial Advisor
DP
David Phillips
Financial Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
PM
Prtima MISHRA1
Software Engineer
PA TEST