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Jared Robert Cullivan

Crossmark Global Investments, Inc.

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About Jared Robert Cullivan

Jared Cullivan is a registered investment advisor representative with Crossmark Global Investments, Inc. based in Houston, TX. Jared has been in the securities industry since March 2016 and is currently registered in Massachusetts and Texas. Prior to joining Crossmark Global Investments, Inc., Jared worked at Columbia Management Investment Distributors, Inc. in Boston, MA.

Firm Information

Jared Cullivan is currently registered with Crossmark Global Investments, Inc.. Crossmark Global Investments, Inc. is an investment advisor based in Houston, Texas. The firm manages approximately $1 billion to $10 billion in assets for individuals, businesses, investment companies, and other institutions. Crossmark Global Investments specializes in portfolio management and offers discretionary and non-discretionary investment management services. They also participate in wrap fee programs.
Crossmark Global Investments, Inc.

15375 MEMORIAL DRIVE

HOUSTON, TX 77079

$7.00B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jared Cullivan’s Registration & Firm History

TX

10/25/2023 - Present

Crossmark Global Investments, Inc. (HOUSTON TX)

MA

07/18/2017 - 10/05/2023

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 08/02/2017

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 02/12/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Robert Cullivan.
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