Jena Sullivan, Financial Advisor

Focus Areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners

About Jena

My first job as a resident of Florida was as a part-time file clerk for an investment firm in West Palm Beach. During my tenure there, I fell in love with the stock market and its endless possibilities. As our family started to grow, I became a stay-at-home mom and helped my husband grow his business. After some "time off", I went back to the industry I fell in love with, this time as a financial advisor.

During the 10 years of working with retirees in The Villages, I have shared in many moments of clients' lives. The impact that...

Work History

  • Edward JonesJanuary 2019 to Current

Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Volunteering
  • Motorcycles
  • Crocheting/Knitting

Team Members

  • Chris Timson
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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