Jeffrey Jon Cullen

Current Employers

Employment History

• 07/2003 → Present
  Cullen Financial Group
  Shorewood, IL
• 01/2016 → Present
  Strategic Retirement Partners
  Shorewood, IL
• 04/2016 → 04/2019
  Kestra Advisory Services, Llc
  Shorewood, IL
• 08/2014 → 04/2019
  Kestra Investment Services, Llc
  Shorewood, IL
• 04/2019 → Present
  Lpl Financial Llc
  Shorewood, IL
• 04/2019 → 06/2024
  Global Retirement Partners, Llc
  Shorewood, IL
• 04/2017 → 06/2023
  Srp Advisory Services Llc
  Shorweood, IL
• 06/2024 → Present
  Wellth Advisory Services, Llc
  Shorewood, IL

Previous Registrations

• 2019-04-10 → 2024-07-13
  Global Retirement Partners Llc
  Shorewood, IL
  San Rafael, CA
• 2016-04-21 → 2019-04-01
  Kestra Advisory Services, Llc
  Austin, TX
  Shorewood, IL
• 2017-04-25 → 2019-03-29
  Srp Advisory Services Llc
  Shorewood, IL
• 2015-09-01 → 2016-09-22
  Kestra Investment Services, Llc
  Austin, TX
  Shorewood, IL
  Covington, KY
  Shorewood, IL
  Shorewood, IL
• 2012-04-26 → 2016-07-18
  Wealthspire Retirement Advisory
  Shorewood, IL
  Aliso Viejo, CA
• 2010-10-01 → 2014-08-12
  Financial Telesis Inc
  San Rafael, CA
  Shorewood, IL
• 2009-08-03 → 2010-10-01
  Nrp Advisors, Inc.
  Shorewood, IL
  Bryan, OH
• 2005-03-28 → 2009-09-02
  Cambridge Investment Research Advisors, Inc.
  Ottawa, IL
• 2004-07-13 → 2005-03-28
  Cambridge Investment Research, Inc.
  Ottawa, IL
  Lombard, IL
  Shorewood, IL

Other Businesses

1) 4/1/2019 - DBA for LPL Business (entity for LPL business) - SRP - Shorewood, IL 2) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - Given To Fly, LLC - Shorewood, IL 3) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - SRP Holdings Group LLC - Shorewood, IL 4) 4/1/2019 - Non-Variable Insurance - FlexMatch - Shorewood, IL 5) 4/1/2019 - Non-Variable Insurance - Trails Only - Shorewood, IL 6) 4/1/2019 - Non-Variable Insurance - Jeffrey Cullen - Shorewood, IL 7) 4/1/2019 - Syntech company - FRA PlanTools - Shorewood, IL 8) 4/1/2019 - DBA for LPL Business (entity for LPL business) - Strategic Retirement Partners - Shorewood, IL 9) 4/1/2019 - Business Entity For Tax/Investment Purposes Only - Cullen Financial Group, Inc. - Shorewood, IL. 10) 4/4/2019 - Global Retirement Partners - DBA: Strategic Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 10/2015 - 140 Hours Per Month/140 Hours During Securities Trading - I provide investment advisory services through Strategic Retirement Partners, an independent investment advisor firm. I started this business activity in 10/2015. I expect to spend approximately 140 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. Term 6/2024 11) 4/15/2019 - Global Retirement Partners - DBA: PCRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 2019. Term: 6/2024 12) 4/15/2019 - Global Retirement Partners - DBA: SRP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 10/2015. Term: 6/2024 13) 4/15/2019 - Global Retirement Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR. Termed 6/2024 14) 7/13/2021 - SRP Ventures, LLC - Not Investment Related - Home Based & At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 5/28/2021 - 0 Hours Per Month/0 Hours During Securities Trading - Making a passive investment in Vestwell, Inc which is a digital recordkeeper. 15) 11/23/2021 - SRP Risk Management - Investment Related - At Reported Business Location(s) - Insurance Agency - Start Date: 10/07/2021 - 1 Hour Per Month/0 Hours During Securities Trading. 16) 08/31/2022 - Pretekt LLC - Not Investment Related - 420 Orchard St., #225 Antioch, IL 60002 - Other - Healthcare Consultant - Managing Partner - Start Date - 09/22/2021 - 5 Hours Per Month/5 Hours During Securities Trading. 17) 10/30/2024- WELLth Advisory Services LLC- Registered Investment Advisor- IAR- Investment Related - At Reported Business Location(s) - Start Date 7/1/2024- 10 hrs a mth/ During Trading- I provide investment advisory services through WELLth Advisory Services LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-07-08
• S66 Uniform Combined State Law Examination
  2001-12-20

Other Names

• Jeff Cullen