TrueAdvisor
TrueAdvisor
JC
JC

Jared Robert Cullivan

Crossmark Global Investments, INC.
9 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Crossmark Global Investments, INC.
Compensation
Fee-Only (AUM)
Firm Size
20 advisors
Number of Clients
6,209 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$7.0B

Fee Structure

Financial Planning:Investment management only
Minimum Annual Fee:$2,500

Location

Boston, MA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Crossmark Global Investments, INC.
October 2023 - Present · 2 yrs 4 mos
Crossmark Distributors, INC.
October 2023 - Present · 2 yrs 4 mos
Crossmark Distributors, INC.Broker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Columbia Management Investment Distributors, INC.Broker
July 2017 - October 2023 · 6 yrs 3 mos
Columbia Management Investment Advisers, LLC
June 2017 - October 2023 · 6 yrs 4 mos
Beaumont Financial Partners LLC
February 2016 - May 2017 · 1 yr 3 mos
State Registrations16 states
CTDCDEMAMDMENCNHNJNYPARITXVAVTWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.