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Jaynie Sullivan

Financial Advisor

Zuk Financial Group

United States, California, Dana Point

About Me

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

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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

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