Jon Cullen, financial advisor Oxford MS

Jon Cullen

CRD Number: 6375448
Current Firm: B. Riley Wealth Advisors, Inc.

Jon Cullen (CRD# 6375448) is an Investment Advisor Representative working at B. Riley Wealth Advisors, Inc. in Oxford, MS and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
B. Riley Wealth Advisors Memphis, TN Jul 2022 - Current 1
B.riley Wealth Management, Inc. Memphis, TN Dec 2019 - Current 4
Ftb Advisors, Inc. Memphis, TN Sep 2015 - Dec 2019 4
Valic Financial Advisors, Inc. Ridgeland, MS Aug 2014 - Dec 2019 5
University Of Mississippi Landscape Services Oxford, MS May 2013 - Aug 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S65 NASAA Investment Advisors Law Examination Jan 2015
Contact Info for Jon A. Cullen
Phone Number: 901-251-1330
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    6,885
    MILLIONS
  • Total Number of Accounts
    20,323
    ACCOUNTS
  • Average Account Value
    $338,770
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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