JIMMY
KULL
CYPRESS WEALTH MANAGEMENT
200 East 32nd Street
Austin, Texas 78705
(512) 474-2188
jkull@cypress-wealth.com
EDUCATION
1990
to 1994 |
Washington
& Lee University, Lexington, Virginia |
| |
... Bachelor
of Arts - History |
| |
...Phi
Beta Kappa, Magna Cum Laude |
| |
... Vice
President of the Executive Committee |
| |
... Co-Captain,
Golf Team |
| |
1995
to 1998 |
University
of Texas School of Law, Austin, Texas |
| |
... Doctor
of Jurisprudence |
| |
... Semester
abroad at Queen Mary & Westfield
... College,
London, England |
PROFESSIONAL
EXPERIENCE
2007
to present |
Cypress
Wealth Management, Austin, Texas |
| |
... Financial
Planner |
| |
... Principal |
| |
2003
to 2007 |
Carter
Financial Management, Dallas & Austin,
Texas |
| |
... Financial
Planner |
| |
... Member,
Investment Committee |
| |
1998
to 2003 |
Associate,
Vinson & Elkins L.L.P., Dallas,
Texas |
| |
... Attorney,
Corporate Securities section |
| |
1995
(summer) |
Fred
Kull Financial Advisors, Dallas, Texas
... Analyst |
PROFESSIONAL
DESIGNATIONS
| |
Doctor
of Jurisprudence (JD), 1998 |
| |
Chartered
Financial Analyst designation (CFA),
2006 |
| |
Certified Financial Planner designation
(CFP), 2006 |
PROFESSIONAL
SERVICE
| |
Dallas
Volunteer Attorney Program |
| |
...Volunteer,
1998 to 2003 |
CIVIC/COMMUNITY
SERVICE
| |
Washington
& Lee University |
| |
... Director,
Dallas Alumni Chapter, 2003 to present |
| |
... Class
Agent, 1994 to 2005 |
| |
Easter
Seals North Texas |
| |
...
Board Member, 2005 to present |
| |
University
of Texas School of Law |
| |
... Member,
Non-Practicing Alumni Advisory
... Council,
2003 to present |
PROFESSIONAL
ORGANIZATIONS
| |
Dallas
Bar Association, 1998 to present |
| |
Dallas
Young Lawyers Association, 1998 to present |
| |
Financial
Planning Association, 2003 to present |
| |
Dallas-Ft.
Worth Chapter of the Financial Planning
Institute, 2003 to present |
| |
North
Texas Estate Planning Council, 2003
to present |
| |
Dallas
Society of Financial Analysts, Inc.,
2004 to present |
HONORS/AWARDS
| |
Selected
as one of the “Best Financial
Planners in Dallas” by D Magazine,
2006 |
| |
Distinguished
Young Alumnus Award, Washington &
Lee University, 2001 |
| |
Outstanding
New Pro Bono Attorney of the Year, Dallas
Volunteer Attorney Program, 1999 |
| |
Outstanding
Pro Bono Achievement Award, Vinson &
Elkins LLP, 1999 |
|
