Jeffrey Jon Cullen
Chief Executive OfficerWellth Advisory Services, LLCCRD 4408760
About Jeffrey Jon Cullen
Jeffrey Jon Cullen is listed as Chief Executive Officer at Wellth Advisory Services, LLC. Form ADV reports a beneficial ownership band of Under 5%. Jeffrey Jon Cullen is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Wellth Advisory Services, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jeffrey Jon Cullen work?
Jeffrey Jon Cullen is listed as Chief Executive Officer at Wellth Advisory Services, LLC on SEC Form ADV.
How much of Wellth Advisory Services, LLC does Jeffrey Jon Cullen own?
Form ADV reports a beneficial ownership band of Under 5%.
Wellth Advisory Services, LLC
| Title | Chief Executive Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
Wellth Advisory Services, LLC
| Title | Partner |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2003 |