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John William Mullen

44 Wealth Management LLC

Eugene, OR

CRD 7885111

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Employer firm

44 Wealth Management LLC CRD 309647

$487M regulatory AUM 150 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:

Current Employers
44 Wealth Management Llc

2350 Oakmont Way, Suite 104, Eugene, OR 97401 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-03-11
OR RA APPROVED 2024-03-11
TX RA APPROVED 2024-03-11
WA RA APPROVED 2024-03-11
  • CA RA
    APPROVED
    Since 2024-03-11
  • OR RA
    APPROVED
    Since 2024-03-11
  • TX RA
    APPROVED
    Since 2024-03-11
  • WA RA
    APPROVED
    Since 2024-03-11

Branch Locations

2350 Oakmont Way, Suite 104, Eugene, OR 97401 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
44 Wealth Management Eugene OR 06/2023 Present
University Of Oregon Eugene OR 01/2023 05/2023
University Of Oregon Eugene OR 03/2020 12/2023
Pr Property Management Crested Butte CO 05/2017 11/2019
Crested Butte Mountain Resort Mt. Crested Butte CO 11/2018 04/2019
Extended Travel Mt. Crested Butte CO 03/2014 04/2017
Not Unemployed Eugene OR 12/2019 03/2020
  • 06/2023 → Present
    44 Wealth Management
    Eugene, OR
  • 01/2023 → 05/2023
    University Of Oregon
    Eugene, OR
  • 03/2020 → 12/2023
    University Of Oregon
    Eugene, OR
  • 05/2017 → 11/2019
    Pr Property Management
    Crested Butte, CO
  • 11/2018 → 04/2019
    Crested Butte Mountain Resort
    Mt. Crested Butte, CO
  • 03/2014 → 04/2017
    Extended Travel
    Mt. Crested Butte, CO
  • 12/2019 → 03/2020
    Not Unemployed
    Eugene, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-01
  • S65 Uniform Investment Adviser Law Examination
    2024-03-01

View on SEC IAPD

Nearby Firms

ROEHL & YI INVESTMENT ADVISORS, LLC
FINANCIAL FACILITATORS, INC.
UBS FINANCIAL SERVICES INC.

Nearby Investors

Andrew Glenn College
Mason Davis Young
JAYMAN FRANK YI

Nearby Offices

ROEHL & YI INVESTMENT ADVISORS, LLC · EUGENE, OR
FINANCIAL FACILITATORS, INC. · EUGENE, OR
UBS FINANCIAL SERVICES INC. · EUGENE, OR

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