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John Foster Ockerman

ATLANTIC UNION MUNICIPAL ADVISORS, INC·GLEN ALLEN, Virginia
Series 7, Series 63, Series 87Clean record2 years registeredATLANTIC UNION MUNICIPAL ADVISORS, INC
4300 COX ROAD, GLEN ALLEN, VA 23060CRD# 5878736Firm CRD# 329425

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Foster Ockerman · GLEN ALLEN, VA
Registration
CRD #5878736 · ATLANTIC UNION MUNICIPAL ADVISORS, INC · 2 years registered
Brand Profile
Not yet started
01

Career History

ATLANTIC UNION MUNICIPAL ADVISORS, INC
Mar 2024 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 87
Registration record
First registered · March 20, 2024
Years registered · 2
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ATLANTIC UNION MUNICIPAL ADVISORS, INC
CRD 329425 · SEC 801-129419
AUM
$195M
Regulatory assets under management
Employees
4
9 client accounts
Services offered by ATLANTIC UNION MUNICIPAL ADVISORS, INC
Per Form ADV
Selection of other advisers
View all advisors at ATLANTIC UNION MUNICIPAL ADVISORS, INC →
Introduction

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05

Frequently Asked Questions

What services does John Foster Ockerman offer?
John Foster Ockerman specializes in Wealth Management. Contact their office in GLEN ALLEN, Virginia for a consultation.
What are John Foster Ockerman's credentials?
John Foster Ockerman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Foster Ockerman located?
John Foster Ockerman is based in GLEN ALLEN, Virginia, working with ATLANTIC UNION MUNICIPAL ADVISORS, INC. Their office serves clients in the GLEN ALLEN metropolitan area and surrounding communities.
How does John Foster Ockerman charge for services?
John Foster Ockerman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ATLANTIC UNION MUNICIPAL ADVISORS, INC?
ATLANTIC UNION MUNICIPAL ADVISORS, INC has approximately 4 employees and manages $195M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ATLANTIC UNION MUNICIPAL ADVISORS, INC

Ellen Elizabeth Spong
GLEN ALLEN, VA
Mitchell Paul York
GLEN ALLEN, VA
CFA

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