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Jeffrey Jon Cullen

WELLTH ADVISORY SERVICES, LLC·SHOREWOOD, Illinois
SIE, Series 7, Series 65, Series 66Clean record22 years registeredWELLTH ADVISORY SERVICES, LLC
25434 PRAIRIEWOOD LANE, SHOREWOOD, IL 60404CRD# 4408760Firm CRD# 330537

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Jon Cullen · SHOREWOOD, IL
Registration
CRD #4408760 · WELLTH ADVISORY SERVICES, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

WELLTH ADVISORY SERVICES, LLC
Jul 2024 – present
GLOBAL RETIREMENT PARTNERS LLC
Apr 2019 – Jul 2024
Shorewood, IL
SRP ADVISORY SERVICES LLC
Apr 2017 – Mar 2019
SHOREWOOD, IL
KESTRA ADVISORY SERVICES, LLC
Apr 2016 – Apr 2019
Shorewood, IL
NFP ADVISOR SERVICES, LLC
Sep 2015 – Sep 2016
Shorewood, IL
NFP RETIREMENT
Apr 2012 – Jul 2016
SHOREWOOD, IL
FINANCIAL TELESIS, INC.
Oct 2010 – Aug 2014
SHOREWOOD, IL
NRP ADVISORS, INC.
Aug 2009 – Oct 2010
SHOREWOOD, IL
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
Mar 2005 – Sep 2009
OTTAWA, IL
CAMBRIDGE INVESTMENT RESERARCH, INC.
Jul 2004 – Mar 2005
SHOREWOOD, IL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Series 66
Registration record
First registered · July 13, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELLTH ADVISORY SERVICES, LLC
CRD 330537 · SEC 801-130037
AUM
$21.9B
Regulatory assets under management
Employees
80
3,051 client accounts
Services offered by WELLTH ADVISORY SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at WELLTH ADVISORY SERVICES, LLC →
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05

Frequently Asked Questions

What services does Jeffrey Jon Cullen offer?
Jeffrey Jon Cullen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SHOREWOOD, Illinois for a consultation.
What are Jeffrey Jon Cullen's credentials?
Jeffrey Jon Cullen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Jon Cullen located?
Jeffrey Jon Cullen is based in SHOREWOOD, Illinois, working with WELLTH ADVISORY SERVICES, LLC. Their office serves clients in the SHOREWOOD metropolitan area and surrounding communities.
How does Jeffrey Jon Cullen charge for services?
Jeffrey Jon Cullen's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLTH ADVISORY SERVICES, LLC?
WELLTH ADVISORY SERVICES, LLC has approximately 80 employees and manages $21.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLTH ADVISORY SERVICES, LLC

Sarah Amanda Hughes
SHOREWOOD, IL

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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