John G. Ullman & Associates, Inc.

John G. Ullman & Associates, Inc. (CRD# 105361) is a financial advisory firm headquartered in Horseheads, NY. They manage $1,199,391,197 in 2,429 accounts and serve the financial needs of clients across 28 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,199
    MILLION
  • Total Number of Accounts
    2,429
    ACCOUNTS
  • Average Account Value
    $493,780
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, DC, FL, GA, IL, KY, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at John G. Ullman & Associates, Inc.
Showing 11 - 15 of 15 top financial advisors.
11
Jase H. Merrill
CRD#: 7838448
343 Daniel Zenker Drive, Horseheads, NY 14845

Jase Merrill (CRD# 7838448) 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.

12
Jason D. Nickerson
CRD#: 3018691
343 Daniel Zenker Drive, Horseheads, NY 14845

Jason Nickerson (CRD# 3018691) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 23 years of experience in the finance industry.

13
Judith A. Palumbo
CRD#: 1596425
343 Daniel Zenker Drive, Horseheads, NY 14845

Judith Palumbo (CRD# 1596425) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 37 years of experience in the finance industry.

14
Darren L. Wilcox
CRD#: 5198727
343 Daniel Zenker Drive, Horseheads, NY 14845

Darren Wilcox (CRD# 5198727) 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.

15
Peter J. Winnett
CRD#: 3021771
343 Daniel Zenker Drive, Horseheads, NY 14845

Peter Winnett (CRD# 3021771) is an Investment Advisor Representative working at John G. Ullman & Associates, Inc. in Horseheads, NY and has over 22 years of experience in the finance industry.

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