Jeffrey Render Mullens
Investment adviser representative at Compound Family Offices, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$540.8MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Compound Family Offices, LLCNov 2018 to now
- Madison HomesMay 2018 to Nov 2018
- Genspring | Suntrust Private Wealth ManagementJan 2018 to May 2018
- Genspring Family OfficesAug 2012 to Dec 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
Compound Family Offices, LLC
$540.8MAssets managed
140Clients
5Advisers
7 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
- 7044229
- Firm CRD
- 298776