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From humble beginnings to financial empowerment leaderFrom humble beginnings to financial empowerment leader
Jessica Sullivan

From humble beginnings to financial empowerment leader

A Journey Rooted in Resilience
Jessica Sullivan's childhood was defined by sacrifices and financial constraints. New clothes were a rarity, and meals were simple and repetitive. Yet, within these challenges, her parents instilled in her the values of hard work, resilience, and the importance of financial literacy.

During high school, Jessica developed a keen interest in economics and finance. She spent countless hours in the library, absorbing knowledge about investing, budgeting, and wealth management. Her passion for understanding how money worked grew stronger, driving her to pursue a career dedicated to helping others navigate their financial challenges.

Building a Path to Success
With family support and scholarships, Jessica attended college, majoring in finance. Her academic achievements opened doors to internships and networking opportunities. She balanced multiple jobs and a full course load, driven by a desire to rise above her circumstances.

After graduation, Jessica secured a position at a financial consulting firm. Her skills, knowledge, and personal experiences allowed her to connect with clients on a deeper level, understanding their struggles firsthand.

Today, as a successful financial expert and CEO of Her-Wealth Group, Jessica reflects on her humble beginnings with gratitude. She aims to empower others through mentorship and wealth consultancy, demonstrating that with the right guidance, mindset, and habits, anyone can rewrite their financial destiny. Jessica believes that wealth is within reach for all, focusing on behavior first to achieve financial success.

Key Skill Sets

23 Years of
Financial Expertise
and Mastery

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01.

Expert & Strategic Financial Planning

Mrs. Sullivan excels in strategic financial analysis, identifying opportunities and risks to create tailored financial plans for clients’ unique needs. Fostering a proactive long-term financial stability.

02.

Client Relationship Management

She masters client relationship management, building trust and rapport through clear communication, empathy, and a deep understanding of individual financial goals.
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03.

Investment Strategy Development

Mrs. Sullivan specializes in investment strategy development, crafting customised portfolios that maximize returns while minimizing risks, ensuring clients’ portfolios are optimised for long-term growth and stability.

04.

Continuous Financial Education

She prioritises continuous financial education, staying updated with market trends and industry regulations. Ensuring ethical practices and compliance with legal standards to provide accurate and effective advice to clients.
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CRD#: 4238193

Founder & CEO, Her-Wealth Group

Jessica L. Sullivan is the Founder and Financial Advisor at Her-Wealth Group. With over 23 years of experience and 55 State Licenses, she specializes in financial planning, investment strategies, and wealth management. Jessica holds several certifications, including CFP and AAMS, showcasing her commitment to excellence.

She has a proven track record of empowering clients through tailored financial solutions. Her deep industry knowledge and client-centric approach have earned her recognition as a leading financial advisor. Jessica’s dedication ensures clients achieve their financial goals and secure their futures.

Work History

  • 2014 - 2024 (10 years)

    J.P. Morgan Securities LLC (CRD#: 79)

    As a Broker & Investment Adviser - Columbus, OH
    (3/6/2014 - Present Day)

    BrokerCheck Report
  • 2005 - 2012 (6 years)

    Chase Investment Services Corp. (CRD#:25574)

    As a Broker & Investment Adviser - Columbus, OH
    (08/17/2005 - 05/16/2012)

    BrokerCheck Report
  • 2004 - 2005 (1 year)

    Merrill Lynch Pierce Fenner & Smith Inc. (CRD#:7691)

    As an Investment Adviser - Dublin, OH
    (07/20/2004 - 07/29/2005)

    BrokerCheck Report
  • 2000 - 2005 (4 years)

    Merrill Lynch, Pierce, Fenner & Smith Incorporated (CRD#:7691)

    As a Broker - New York, NY
    (08/30/2000 - 07/29/2005)

    BrokerCheck Report
BROKER QUALIFICATIONS

  • 2001 - 2004

    State Securities Law Exam

    Series 66 - Uniform Combined State Law Examination 
    Broker & Investment Adviser 
    (Jul 16, 2004)

    Series 65 - Uniform Investment Adviser Law Examination
    Broker & Investment Adviser 
    (Feb 15, 2001)

  • 2000 - 2018 - 2023

    General Industry/Products Exam

    Series 52TO - Municipal Securities Representative Examination
    Broker 
    (Jan 2, 2023)

    SIE - Securities Industry Essentials Examination
    Broker 
    (Oct 1, 2018)

    Series 7 - General Securities Representative Examination
    Broker 
    (Aug 29, 2000)

  • 2005 - 2009 - 2015

    Principal/Supervisory Exam

    Series 4 - Registered Options Principal Examination
    Broker 
    (Sep 25, 2015)

    Series 53 - Municipal Securities Principal Examination
    Broker 
    (Oct 2, 2009)

    Series 24 - General Securities Principal Examination
    Broker 
    (Oct 26, 2005)

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