Michael Cullen

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 08/2020 → 08/2021
  Td Ameritrade/Charles Schwab
  St Louis, MO
• 06/2020 → 07/2020
  Unemployed
  Wentzville, MO
• 01/2020 → 05/2020
  Veterans United Realty
  Columbia, MO
• 07/2019 → 01/2020
  Us Bank
  Columbia, MO
• 01/2019 → 05/2019
  Office For Financial Services
  Columbia, MO
• 10/2017 → 05/2019
  University Hospital
  Columbia, MO
• 09/2017 → 09/2017
  Unemployed
  Columbia, MO
• 06/2017 → 08/2017
  Schnaus Outdoors
  Columbia, IL
• 11/2016 → 05/2017
  Boone Hospital Center/Bjc Health Care
  Columbia, MO
• 09/2016 → 10/2016
  Unemployed
  Columbia, MO
• 11/2021 → 02/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Warrenville, IL
• 09/2021 → 10/2021
  Unemployed
  Chicago, IL
• 11/2021 → 02/2024
  Bank Of America, N.A.
  Warrenville, IL
• 03/2024 → Present
  J.P. Morgan Securities Llc
  Chicago, IL
• 03/2024 → Present
  Jpmorgan Chase Bank, N.A.
  Chicago, IL
• 08/2020 → 08/2021
  Td Ameritrade, Inc.
  St Louis, MO
• 06/2019 → 06/2019
  Unemployed
  Columbia, MO

Previous Registrations

• 2022-01-04 → 2024-02-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Warrenville, IL
  New York, NY
  Wheaton, IL
  Chicago, IL
  Wheaton, IL

Exams

• S66 Uniform Combined State Law Examination
  2021-12-31
• S63 Uniform Securities Agent State Law Examination
  2020-11-20

Other Names

• Michael Graham Cullen
• Michael G Cullen