John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. (CRD# 105361) is a financial advisory firm headquartered in Horseheads, NY. They manage $1,262,886,094 in 2,297 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management1,263MILLION
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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
Karen Meriwether (CRD# 1245277) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 39 years of experience in the finance industry.
Thomas Snow (CRD# 1078459) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 35 years of experience in the finance industry.
John Ullman (CRD# 863300) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Corning, NY and has over 35 years of experience in the finance industry.
Andrew Baron (CRD# 6259780) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 10 years of experience in the finance industry.
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.
Todd Brost (CRD# 5206988) 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.
Kathryn Gerwig (CRD# 1735567) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 35 years of experience in the finance industry.
Brandi Graham (CRD# 7415355) 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.
Amanda Herrick Smith (CRD# 5173259) 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.
Mason Jones (CRD# 7415300) 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.