Jonathan
Ulin
Independent Financial Partners
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About this Advisor
Jonathan Ulin is a certified financial planner working in Boca Raton, Florida who has 14 years of relevant experience. Ulin is currently employed by Independent Financial Partners. Throughout their career, they have worked at Lpl Financial, LLC, Independent Financial Partners, Ulin & Co. Wealth Management and Ifp Securities, LLC. Ulin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Colorado, Florida, Georgia, Hawaii, Massachusetts, New Jersey, New York and Pennsylvania. Independent Financial Partners is a registered investment business based out of Tampa, FL. The company has offices in 155 locations and a total of 273 people on staff. It oversees $9 billion in assets under management across its 34,487 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 85 charities and foundations. Of its 34,487 accounts, just 13% are associated with high-net-worth individuals who have greater than $1 million in assets. Independent Financial Partners performs a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees charged by Independent Financial Partners can include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Independent Financial Partners Brokerage Details
$8,915,756,449
273
34,487
$258,525
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Jonathan Ulin Work History
Jonathan has been registered as a financial advisor for 14 years.*
Ifp Securities, LLC
Independent Financial Partners
Ulin & Co. Wealth Management
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Ulin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Independent Financial Partners
Tampa, FL
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Milwaukee, WI
Ocala, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
