John Sullivan Email & Phone Number

John P. Sullivan is a Certified Financial PlannerTM professional who is a Registered Representative with Securian Financial Services, Inc. He is a Certified Public Accountant (Inactive) and Personal Financial Specialist who earned his Masters of Business Administration in Finance from New York University Graduate School of Business. John applies his background to provide financial services and advice for individuals, professionals, small business owners, estates and trusts.John has been a financial advisor since 1989. Prior to that John was a Treasurer for a Fortune 1000 company, and a senior manager at a Big Four CPA firm. With John's unique background and perspective to developing financial strategies, he frequently earns a place at the Million Dollar Roundtable, a prestigious national forum of financial advisors as well as the Circle of Excellence, which recognizes the leading financial advisors of Securian Financial Services.John is actively involved in a number of professional associations such as The Financial Planning Association, New Jersey Society of Certified Public Accountants, Estate Planning Council of Northern New Jersey, and the Society of Financial Service Professionals.Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.

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  Sr Financial Advisor

  Allied Wealth Partners

  Jul 1991 - Present - Parsippany Nj

  John P. Sullivan is a registered representative and investment advisor representative of Securian Financial Services, Inc. Member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. Founded in 1966, Allied Wealth Partners* takes pride being an elite Independent Wealth Management Firm within the New York/New Jersey Metropolitan area. As of December 2022, we assist clients with over $5.1 billion of assets and have over $6.9 billion of Life, Disability and Long Term Care Insurance coverage in force for our clients. We offer comprehensive financial services covering: Investment and Insurance Products & Services, Employee Benefits, Financial Planning, Executive Compensation, Business Succession and Estate Planning.Securities and Investment Advisory Services are offered through Securian Financial Services, Inc., member FINRA/SIPC. Allied Wealth Partners is independently owned and operated. 14 Walsh Drive, Suite 100, Parsippany, NJ 07054 www.alliedwealthpartners.com Tracking #5441382 DOFU: #2-2023*Formerly Langdon Ford Financial