James Fitzmorris Kull
Investment adviser representative at Cypress Point Wealth Management, LLC
19 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Cypress Point Wealth Management, LLCJun 2007 to now
- Cypress Wealth Management, LLCJun 2007 to now
Designations
- CFP® certification
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cypress Point Wealth Management, LLC
$1.5BAssets managed
177Clients
4Advisers
19 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
- 4678116
- Firm CRD
- 143771