Jared R. Cullivan

CROSSMARK GLOBAL INVESTMENTS

Boston, MA

Some features on this profile are disabled

CRD#: 6535929

Professional summary

Jared Robert Cullivan is a registered financial advisor currently at CROSSMARK GLOBAL INVESTMENTS, INC. located in Boston, Massachusetts and CROSSMARK DISTRIBUTORS, INC. located in Houston, Texas.

Jared is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Jared has worked at 5 firms and has passed the Series 63, Series 65, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Robert Cullivan'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

October 25, 2023 - Present

CROSSMARK GLOBAL INVESTMENTS, INC.

RIA

CRD#: 113360

Boston, MA

Current

October 24, 2023 - Present

CROSSMARK DISTRIBUTORS, INC.

Office #1: 15375 Memorial Drive Suite 200, Houston, TX 77079

CRD#: 14970

Houston, TX

Past

July 18, 2017 - October 5, 2023

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

CRD#: 840

BOSTON, MA

Past

June 6, 2017 - October 5, 2023

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

RIA

CRD#: 108257

BOSTON, MA

Past

February 16, 2016 - May 15, 2017

BEAUMONT FINANCIAL PARTNERS LLC

RIA

CRD#: 108345

NEEDHAM, MA

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".

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Connecticut
(10/24/2023)

Delaware
(10/24/2023)

District of Columbia
(10/24/2023)

Maine
(10/24/2023)

Maryland
(10/24/2023)

Massachusetts
(10/24/2023)

IAR

Massachusetts
(12/21/2023)

New Hampshire
(10/24/2023)

New Jersey
(10/24/2023)

New York
(10/24/2023)

North Carolina
(10/24/2023)

Pennsylvania
(10/24/2023)

Rhode Island
(10/24/2023)

Texas
(10/24/2023)

IAR

Texas
(10/25/2023)

Vermont
(10/24/2023)

Virginia
(10/24/2023)

West Virginia
(10/24/2023)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 8/2/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 2/12/2016

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

CAPSTONE ASSET MANAGEMENT COMPANY | CROSSMARK GLOBAL INVESTMENTS, INC.

CRD#: 113360 / SEC#: 801-17695

RIA

Registered Investment Advisory firm - (7/26/1982 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

15375 Memorial Drive Suite 200, Houston, TX 77079

Mailing Address

Phone number

(713) 260-9000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CROSSMARK GLOBAL INVESTMENTS FORM ADV PARTS 2A AND 2B REV JUNE 30 2025 (6/27/2025)

Regulatory assets under management

Total Number of Accounts	5,314
AUM (Assets Under Management)	$ 7,093,712,521

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jared R. Cullivan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jared Robert Cullivan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CROSSMARK DISTRIBUTORS, INC.

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC.

COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC

BEAUMONT FINANCIAL PARTNERS LLC

Primary Firm SEC Registration

CROSSMARK GLOBAL INVESTMENTS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/2/2017

Series 65

Date: 2/12/2016

SIE

Date: 10/1/2018

Series 7

Date: 7/14/2017

FINRA

Current Firm

CROSSMARK GLOBAL INVESTMENTS, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CROSSMARK GLOBAL INVESTMENTS, INC.

TRUST BUT VERIFY

Similar Advisors