Jim Bryan Pulley
Investment adviser representative at Exodus Wealth, LLC
16 yearsExperience
1 stateRegistered in
$483.6MFirm assets
11 yearsFirm 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
16 years in the industry.
- Exodus Wealth, LLCJan 2020 to now
- Prosperity Wealth Management, Inc.Nov 2018 to now
- Fortune Financial Services, Inc.Oct 2018 to now
- Pulley Insurance & Financial ServiceSep 2010 to now
- Questar Asset ManagementAug 2010 to Oct 2018
- Questar Capital CorporationAug 2010 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (TX).
Exodus Wealth, LLC
$483.6MAssets managed
2,249Clients
56Advisers
11 yearsIn 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
- 2641009
- Firm CRD
- 174328