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Jeffrey Jon Cullen

WELLTH ADVISORY SERVICES, LLC·SHOREWOOD, Illinois
Unclaimed Profile
25434 PRAIRIEWOOD LANE, SHOREWOOD, IL 60404CRD# 4408760Firm CRD# 330537
01

About

Jeffrey Jon Cullen is a registered financial advisor based in SHOREWOOD, Illinois, affiliated with WELLTH ADVISORY SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WELLTH ADVISORY SERVICES, LLC
WELLTH ADVISORY SERVICES, LLC
AUM
$21.9B
Regulatory assets under management
Employees
80
Total firm employees
View all advisors at WELLTH ADVISORY SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4408760
Firm CRD# 330537
No disclosures on file
View on FINRA BrokerCheck →

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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 in SHOREWOOD
Sarah Amanda Hughes — WELLTH ADVISORY SERVICES, LLCDeane Janet Mayerhofer — WELLTH ADVISORY SERVICES, LLCRebecca J Cullen — WELLTH ADVISORY SERVICES, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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