Jacob Sullivan named as Forbes' Top Next-Gen Wealth Advisors Best-In-State 2022
LAURIE, MISSOURI. October 5, 2022 – Jacob Sullivan, Managing Director-Investment Officer, of Wells Fargo Advisors in Laurie, Missouri has been recognized as #9 in the state of Missouri on the Top Next-Gen Wealth Advisors Best-In-State list by Forbes. Sullivan has recognized by Forbes as a Top Next-Gen Wealth Advisor in 2018, 2019 and 2022.
This accolade represents a list of professionals that come to work with one goal on their mind – helping their clients succeed.
“It’s an honor to be recognized again by Forbes and be named as one of the Top Next-Gen Wealth Advisors Best-In-State,” said Sullivan. “As investment planning has become more complex, my top priority is to work with my clients to develop strategies to help give them confidence around all facets of their financial lives and achieve their short- and long-term investment goals.”
Jacob has more than 13 years of experience in the financial services industry. He is a graduate of Nicholls State University in Louisiana with a Bachelor’s of Science in Business. Sullivan is a CERTIFIED FINANCIAL PLANNER® professional. In addition, Jacob has been named a Premier Advisor in 2015, 2016, 2018, 2019 and 2021 by Wells Fargo Advisors, a distinction reserved for the firms’ top Advisors as measured by completion of education components, business production based on either of the past two years and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Jacob and his wife, Beth, have three children and live in Lake Ozark. He is originally from Iowa and made frequent trips to the lake area with his family when he was growing up. His love of the lake convinced him to relocate and he has lived here since 2008. Sullivan is active in the Laurie Sunrise Beach Rotary Club, having served as President in 2013 -2014.
The Forbes Top Next-Gen Wealth Advisors Best-In-State and Top Next-Gen Wealth advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion. Self-complete survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
With $1.88 trillion in client assets as of March 31, 2002, Wells Fargo Advisors provides advice and guidance to help clients maximize all aspects of their financial lives. Our vast network of financial advisors, one of the nation’s largest, serves investors through locations in all 50 states and the District of Columbia. Wells Fargo Advisors is a part of Wells Fargo Wealth & Investment Management (WIM), a division within Wells Fargo & Company and one of the largest wealth managers in the U.S. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. All data includes Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, as of March 31, 2022. www.wellsfargoadvisors.com
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets, proudly serves one in three U.S. households and more than 10% of small businesses in the U.S., and is the leading middle market banking provider in the U.S. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 37 on Fortune’s 2021 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories.