John Michael Pulliam
Investment adviser representative at Pulliam Family Office, LLC
15 yearsExperience
2 statesRegistered in
$141.7MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- The Leaders Group dba Simplicity InvestmentsDec 2025 to now
- Pulliam Family Office, LLCSep 2019 to now
- Raymond James Financial Services Advisors, Inc.Sep 2019 to Sep 2025
- Raymond James Financial Services, Inc.Sep 2019 to Sep 2025
- UBS Financial Services IncNov 2011 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Pulliam Family Office, LLC
$141.7MAssets managed
37Clients
2Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2224237
- Firm CRD
- 338839