Jonathan Mullins, financial advisor Kingsport TN
93 score

Jonathan Mullins

CRD Number: 5500256
Current Firm: Cwm, LLC

Jonathan Mullins (CRD# 5500256) is an Investment Advisor Representative working at Cwm, LLC in Kingsport, TN and has over 8 years of experience in the finance industry.

Similar Advisors
Pamela Corrigan, financial advisor Kingsport TN
Pamela A. Corrigan
CRD# 2359893
Gaam Wealth Advisors, Inc.
Score
103
Similar Advisors
Kevin White, financial advisor Kingsport TN
Kevin W. White
CRD# 5852789
Cwm, LLC
Score
97
Similar Advisors
John Atkins, financial advisor Kingsport TN
John C. Atkins
CRD# 4780060
Integrity Capital Management
Score
96
Company Name Location Dates Years
Cwm, LLC Omaha, NE Aug 2014 - Current 2
Lpl Financial LLC Kingsport, TN Dec 2013 - Current 3
Gaam Wealth Advisors, Inc. Kingsport, TN Dec 2013 - Current 3
Unemployed Wise, VA May 2013 - Dec 2013 < 1
New Peoples Bank Bristol, VA Sep 2012 - May 2013 < 1
Pnc Investments Pittsburgh, PA Jun 2010 - Sep 2012 2
Mutual Of Omaha Abingdon, VA Dec 2008 - Jun 2010 1
Edward Jones St Louis, MO Mar 2008 - Nov 2008 < 1
Farmers And Miners Bank Wise, VA Jan 2007 - Mar 2008 1
Uva-wise Work Study Wise, VA Aug 2002 - May 2007 4
Uva-wise Wise, VA Aug 2002 - May 2007 4
Farmers And Miners Bank Wise, VA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Jonathan E. Mullins
Phone Number: 402-330-0808
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,126
    MILLIONS
  • Total Number of Accounts
    14,804
    ACCOUNTS
  • Average Account Value
    $211,177
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jonathan Mullins and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.