Cullen Jowitt (CRD# 2691371) is an Investment Advisor Representative working at Gordian Wealth Advisors, LLC in Palm Desert, CA and has over 28 years of experience in the finance industry.
CRD# 4445351
Morgan Stanley
CRD# 7008774
Raymond James & Associates, Inc.
CRD# 2965820
Fortem Financial Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gordian Wealth Advisors, LLC | Palm Desert, CA | Jan 2019 - Current | 5 |
| Zeta Global | San Mateo, CA | Nov 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1996 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2019 |
- CA
-
Total Assets Under Management343MILLIONS
-
Total Number of Accounts323ACCOUNTS
-
Average Account Value$1,061,030
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
CA, TX
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