Mclain
Johnson
Ullmann Wealth Partners
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About this Advisor
Mclain Johnson is a financial advisor working out of Jacksonville Beach, Florida with 1 year of industry experience. Johnson is on the advisory team at Ullmann Wealth Partners. Throughout their career, they have worked at Ameriprise Financial Services, LLC, Landrum Middle School, Ponte Vedra High School, Florida State University, Healogics, Inc and Md Capital, LLC. Johnson has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Florida. Ullmann Wealth Partners is a registered investment business that has its headquarters in Jacksonville Beach, FL. The company has a total of 11 people on staff. It handles $707 million in assets under management between its 1,083 customer accounts, placing it among the bigger firms in the country by assets under management. Of its 1,083 client accounts, 55% are associated with high-net-worth individuals who have more than $1 million in investable assets. Ullmann Wealth Partners offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Fees charged by financial advisors usually vary depending on the type of financial services. However, fee types charged by Ullmann Wealth Partners likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ullmann Wealth Partners Brokerage Details
$706,788,578
11
1,083
$652,621
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Mclain Johnson Work History
Mclain has been registered as a financial advisor for 1 years.*
Ameriprise Financial Services, LLC
Md Capital, LLC
Healogics, Inc
Florida State University
Ponte Vedra High School
Landrum Middle School
*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 Mclain Johnson 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 Ullmann Wealth Partners
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, FL
Jacksonville Beach, 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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