James Fitzmorris Kull

Employer firm

Cypress Point Wealth Management, LLC CRD 143771

$1.47B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2007 → Present
  Cypress Wealth Management, Llc
  Dallas, TX

Previous Registrations

• 2003-09-10 → 2007-11-09
  Carter Advisory Services, Inc
  Dallas , TX
• 2005-10-14 → 2007-06-07
  Raymond James Financial Services, Inc.
  Austin, TX
  Dallas, TX
  Dallas, TX

Other Businesses

1) Purple Good Government PAC; Director; Investment Related: No; 4264 Westlake Drive Austin TX 78746 USA; Board of Directors; 2021-10-25; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; 2) Purple Action Inc.; Director; Investment related: No; 455 Massachusets Ave, NW #174 Washington DC DC 20001 USA; Political & policy-oriented not-for-profit organization.; board of directors; 2023-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; 3) Solo Practitioner Attorney; Investment related: No; 4264 Westlake Drive Austin TX 78746 USA; Personal lawyer for individual; Attorney; Legal review; 2025-12-01; Hours per month devoted to business during trading hours: 1; Hours per month devoted to business outside trading hours: 1. 4) Family Office; CEO; Investment related: Yes; Location: 4264 Westlake Drive Austin TX 78746; Description: family office for client; Responsibilities Duties: Managing the family office; Start date: 2025-12-01; Hours per month devoted to business during trading hours: 40; Hours per month devoted to business outside trading hours: 8; Percentage of total yearly compensation expected to be derived from the business: 30.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-21

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Jimmy Kull