Jeffrey Jon Cullen
Investment adviser representative at Wellth Advisory Services, LLC
23 yearsExperience
6 statesRegistered in
$26.7BFirm assets
2 yearsFirm in business
Are you Jeffrey Jon Cullen? Claim your profile
Contact this firm
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
- Pension consulting
- Seminars and workshops
Experience
23 years in the industry.
- Wellth Advisory Services, LLCJun 2024 to now
- LPL Financial LLCApr 2019 to now
- Strategic Retirement PartnersJan 2016 to now
- Cullen Financial GroupJul 2003 to now
- Global Retirement Partners, LLCApr 2019 to Jun 2024
- Srp Advisory Services LLCApr 2017 to Jun 2023
- Kestra Advisory Services, LLCApr 2016 to Apr 2019
- Kestra Investment Services, LLCAug 2014 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 6 states (FL, IL, IN, NY, VA, WI).
Wellth Advisory Services, LLC
$26.7BAssets managed
3,887Clients
74Advisers
2 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
- 4408760
- Firm CRD
- 330537