Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
11yrs
Jared Cullivan
Full name on record: Jared Robert Cullivan
Financial advisor at Crossmark Global Investments
Jared Cullivan has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Houston, Texas. Jared has been with Crossmark Global Investments since 2023; before that, Jared spent six years at Columbia Management Investment Advisers and a year at Beaumont Financial Partners. Crossmark Global Investments offers investment management and is paid through a percentage of assets.
One of 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience11 years (since 2016)
How that compares ?11 years in the industry
Office9753 Katy Freeway Suite 200, Houston, TX 77024
How the firm is paid ?Percent of assets
Typical client at the firm ?$543,886
Advisors at the firm22
States licensed ?2 states
Services through Crossmark Global Investments
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2023 – nowCrossmark Global Investments, Inc.Current firm
- 2017 – 2023
- Feb 2016 – May 2017Beaumont Financial Partners LLCPreviously
Questions to ask Jared
Tailored to Jared’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jared
How do I contact Jared?
Call Crossmark Global Investments at (713) 260-9000 and ask for Jared Cullivan. Jared works from the Houston, TX office.
How long has Jared been a financial advisor?
Jared has been in the industry since 2016, about 11 years. 11 years in the industry.
What licenses does Jared hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jared a fiduciary?
Jared is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jared paid?
Crossmark Global Investments reports being paid by a percentage of the assets they manage. Ask Jared for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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