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
Lynda Lander (CRD# 7894832) 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.
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.
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.
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.
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.
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.