Philip UleryCRD Number: 6181725
Current Firm: Edward Jones
Philip Ulery (CRD# 6181725) is an Investment Advisor Representative working at Edward Jones in Delaware, OH and has over 4 years of experience in the finance industry.
Rebel Financial, LLC
Ameriprise Financial Services, Inc.
Pds Planning Inc.
|Edward Jones||St Louis, MO||Apr 2013 - Current||4|
|Inn Town Homes & Apartments||Columbus, OH||Oct 2011 - Mar 2013||1|
|The Ohio State University||Columbus, OH||Mar 2010 - Dec 2012||2|
|Aldi Inc.||Springfield, OH||Jun 2012 - Aug 2012||< 1|
|Aldi Inc.||Springfield, OH||May 2010 - Sep 2011||1|
|The Ohio State Medical Center||Columbus, OH||Sep 2010 - Jan 2011||< 1|
|Young's Jersey Dairy||Yellow Springs, OH||Apr 2008 - Jan 2010||1|
|Clark Shawnee Local Schools||Springfield, OH||Apr 2003 - May 2009||6|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2013|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY