JK
James F. Kull
CYPRESS POINT WEALTH MANAGEMENT
Dallas, TX 75219
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CRD#: 4678116
JK
Professional summary
James Fitzmorris Kull, CFA, CFP®, who also goes by Jimmy Kull, is a registered financial advisor currently at CYPRESS POINT WEALTH MANAGEMENT, LLC located in Dallas, Texas.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. James has worked at 4 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jimmy Kull
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.
1) Purple Good Government PAC; Director; Investment Related: No; 4264 Westlake Drive Austin TX 78746 USA; I am no longer Treasurer of this organization, but I continue to serve as a director.; Board of Directors; 2021-10-25; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 0; 2:27 PM 1/17/2023Percentage of total yearly compensation expected to be derived from the business: 0; 2) Director; York Valley M.U.D.; investment related: No; Location: 1108 Lavaca Street, 5th Floor Austin Texas 78701 USA; Description of the business: Municipal utility district; Responsibilities Duties: Serve on Board of Directors; Start date with business: 2015-01-01; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 0; Percentage of total yearly compensation expected to be derived from the business: 0; 3) PURPLE ACTION, INC.; DIRECTOR; INVESTMENT RELATED: NO; 455 MASSACHUSETTS AVE, NW #174 WASHINGTON, DC DC 20001 USA; POLITICAL & POLICY-ORIENTED NOT-FOR-PROFIT ORGANIZATION.; BOARD OF DIRECTORS; 2023-01-01; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 2;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 0;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 0;
CRS (Client Relationship Summary) - RIA
Click below to view James Fitzmorris Kull's 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®
CFP®
Start date: 2006
Experience
Current
June 6, 2007 - Present
CYPRESS POINT WEALTH MANAGEMENT, LLC
Office #1: 3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219RIA
CRD#: 143771
Dallas, TX
Past
June 4, 2007 - August 1, 2008
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
AUSTIN, TX
Past
October 14, 2005 - June 7, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
RIA
CRD#: 6694
AUSTIN, TX
Past
September 10, 2003 - November 9, 2007
CARTER ADVISORY SERVICES, INC
RIA
CRD#: 116249
DALLAS , TX
Past
July 31, 2003 - June 7, 2007
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
AUSTIN, TX
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".
CP
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC | CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 143771 / SEC#: 801-67840
RIA
Registered Investment Advisory firm - (4/24/2007 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
Texas(6/6/2007)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CP
CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC | CYPRESS WEALTH MANAGEMENT, LLC
CRD#: 143771 / SEC#: 801-67840
RIA
Registered Investment Advisory firm - (4/24/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219
Mailing Address
Phone number
(214) 736-8887
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,026 |
| AUM (Assets Under Management) | $ 1,073,078,125 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 12/19/2024 | ||
| 01/26/2024 | ||
| 04/25/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CYPRESS POINT WEALTH MANAGEMENT, LLC
CRD#: 143771Dallas, TX 75219TRUST BUT VERIFY
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