Jakob Brost (CRD# 7807772) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has 1 year of experience in the finance industry.
CRD# 2866380
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4176455
Morgan Stanley
CRD# 4418062
Alsworth Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| John G. Ullman & Associates, Inc. | Horseheads, NY | Jan 2023 - Current | 1 |
| Student | Lubbock, TX | Aug 2021 - Dec 2022 | 1 |
| Liquid Shoes Brewing | Corning, NY | May 2021 - Dec 2022 | 1 |
| Lake Road Advisors | Corning, NY | Mar 2022 - Jun 2022 | < 1 |
| Mark Twain Golf Course | Elmira, NY | Jun 2021 - Aug 2021 | < 1 |
| Student | Alfred, NY | Aug 2020 - May 2021 | < 1 |
| Student | Alfred, NY | Aug 2018 - May 2021 | 2 |
| Sepac | Elmira, NY | May 2020 - Aug 2020 | < 1 |
| Student | Alfred, NY | Aug 2019 - May 2020 | < 1 |
| Geroulds Pharmacy | Elmira, NY | Jun 2016 - Aug 2019 | 3 |
| Full Time Student | Corning, NY | Aug 2014 - Jun 2018 | 3 |
| Fulltime Student | Elmira, NY | Aug 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- NC
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Total Assets Under Management1,263MILLIONS
-
Total Number of Accounts2,297ACCOUNTS
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Average Account Value$549,798
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AZ, CA, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA
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