Ulana Emerson, financial advisor Middletown NY
89 score

Ulana Emerson

CRD Number: 6283201
Current Firm: Edward Jones

Ulana Emerson (CRD# 6283201) is an Investment Advisor Representative working at Edward Jones in Middletown, NY and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2014 - Current 2
Suny Ulster Stone Ridge, NY Jan 2009 - Jan 2014 5
Magal Properties LLC New York, NY Mar 2000 - Dec 2013 13
Houlihan Lokey New York, NY Jan 2000 - Jan 2009 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Ulana M. Emerson
Phone Number: 314-515-2000
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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