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ULLMAN JOHN & ASSOCIATES INC
ULLMAN JOHN & ASSOCIATES INC
JOHN G. ULLMAN & ASSOCIATES, INC
HORSEHEADS, New York
·
22 registered advisors
·
CRD# 105361
SEC# 801-14064
3
607-936-3785
01
Firm Overview
AUM
$1.3B
Regulatory assets under management
Employees
56
Total firm employees
Advisors
22
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at ULLMAN JOHN & ASSOCIATES INC
22 registered advisors
Arthur Francis Kirk
HORSEHEADS, New York
CRD# 5313727
Barbara Lynn Ullman
HORSEHEADS, New York
CRD# 1480541
Cary Anne Muggleton
CORNING, New York
CRD# 3062543
Connie Jean Malone
HORSEHEADS, New York
CRD# 6775246
Darren Lee Wilcox
HORSEHEADS, New York
CRD# 5198727
Donald Allen Huff
HORSEHEADS, New York
CRD# 4854027
Howard Jay Zingler
HORSEHEADS, New York
CRD# 6044878
Jason Daniel Nickerson
HORSEHEADS, New York
CRD# 3018691
Jennifer Elizabeth Krasnansky
HORSEHEADS, New York
CRD# 4154058
Jerry Lee Horton
CORNING, New York
CRD# 1485131
John Bruce Lloyd
CORNING, New York
CRD# 4463063
John Dyneley Nozell
HORSEHEADS, New York
CRD# 5076075
John Guymunday Ullman
HORSEHEADS, New York
CRD# 3267412
John Guy Ullman
HORSEHEADS, New York
CRD# 863300
Karen Burns Meriwether
HORSEHEADS, New York
CRD# 1245277
Kauffman Alan Steven
HORSEHEADS, New York
CRD# 7245050
Peter James Winnett
HORSEHEADS, New York
CRD# 3021771
Robert Charles Andolina
CORNING, New York
CRD# 1558082
Robert Esmonde Cole
HORSEHEADS, New York
CRD# 1480551
Robert Owen O'reilly
HORSEHEADS, New York
CRD# 5808409
Thomas Graham Snow
HORSEHEADS, New York
CRD# 1078459
Timothy Earl Sallade
CORNING, New York
CRD# 4575512
05
Office Locations
HORSEHEADS, New York
17 advisors
CORNING, New York
5 advisors
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Data sourced from SEC Form ADV filings. ULLMAN JOHN & ASSOCIATES INC (CRD# 105361) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.