Unclaimed Profile

Jonathan M Ullman

MONTIS FINANCIAL, LLC·WALTHAM, Massachusetts

Clean record13 years registeredMONTIS FINANCIAL, LLC

230 THIRD AVENUE, WALTHAM, MA 02451CRD# 5907611Firm CRD# 163986

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jonathan M Ullman · WALTHAM, MA

Registration

CRD #5907611 · MONTIS FINANCIAL, LLC · 13 years registered

Brand Profile

Not yet started

Career History

TRUEFOCUS FINANCIAL PARTNERS

Jun 2023 – present

MONTIS FINANCIAL, LLC

Oct 2012 – May 2023

WALTHAM, MA

Registrations & Exams

Registration record

First registered · October 15, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONTIS FINANCIAL, LLC

CRD 163986 · SEC 801-76534

AUM

$639M

Regulatory assets under management

Employees

1,035 client accounts

Services offered by MONTIS FINANCIAL, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONTIS FINANCIAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jonathan M Ullman offer?

Jonathan M Ullman specializes in Financial Planning, Investment Management. Contact their office in WALTHAM, Massachusetts for a consultation.

What are Jonathan M Ullman's credentials?

Jonathan M Ullman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jonathan M Ullman located?

Jonathan M Ullman is based in WALTHAM, Massachusetts, working with MONTIS FINANCIAL, LLC. Their office serves clients in the WALTHAM metropolitan area and surrounding communities.

How does Jonathan M Ullman charge for services?

Jonathan M Ullman's firm is compensated through percentage of aum, hourly charges, other: retainers. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONTIS FINANCIAL, LLC?

MONTIS FINANCIAL, LLC has approximately 15 employees and manages $639M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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