Jeremiah Sullivan is a CFP® and CFA® with eight years of experience in financial advising. He currently serves as Chief Investment Officer at AE Wealth Management, LLC, where he has worked since 2018. Prior to this, he held positions at AE Financial Services, Madison Avenue Securities, Advisors Excel, and Berberich Trahan & Co. Sullivan is also a member of the ARES RIA Advisory Board.
AE Wealth Management is an SEC-registered investment adviser serving a diverse client base that includes individual investors, retirement plan sponsors, trusts, charitable organizations, and businesses. The firm offers model portfolio solutions, discretionary asset management, financial planning, ERISA plan services, and supports self-directed brokerage accounts through a platform that combines internally managed, third-party, and advisor-managed models.