Cullen E. Jowitt

GORDIAN WEALTH ADVISORS

PALM DESERT, CA 92260

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CRD#: 2691371

Professional summary

Cullen Edwin Jowitt is a registered financial advisor currently at GORDIAN WEALTH ADVISORS, LLC located in Palm Desert, California.

Cullen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Cullen has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Jowitt Consulting, Partner, Not investment-related, Since August 2018, 0 hours per month spent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cullen Edwin Jowitt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 1, 2019 - Present

GORDIAN WEALTH ADVISORS, LLC

Office #1: 74-710 Highway 111, Palm Desert, CA 92260

RIA

CRD#: 281775

PALM DESERT, CA

Past

January 1, 1996 - June 24, 1996

GT GLOBAL, INC.

CRD#: 19587

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775 / SEC#: 801-106836

RIA

Registered Investment Advisory firm - (10/30/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/1/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/7/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 12/26/1995

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GORDIAN WEALTH ADVISORS, LLC

CRD#: 281775 / SEC#: 801-106836

RIA

Registered Investment Advisory firm - (10/30/2015 Approved)

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Contact information

Main Address

100 B Shoreline Hwy Suite 302, Mill Valley, CA 94941

Mailing Address

Phone number

(833) 467-3426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GORDIAN WEALTH ADVISORS LLC ADV PART 2A (9/25/2025)

Regulatory assets under management

Total Number of Accounts	343
AUM (Assets Under Management)	$ 348,069,536

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Cullen E. Jowitt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cullen Edwin Jowitt's CRS (Customer Relationship Summary).

Certified licenses

Experience

GORDIAN WEALTH ADVISORS, LLC

GT GLOBAL, INC.

Primary Firm SEC Registration

GORDIAN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/1/2019

Series 63

Date: 3/7/1996

Series 6

Date: 12/26/1995

Current Firm

GORDIAN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GORDIAN WEALTH ADVISORS, LLC

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