Mclain
Johnson
Ullmann Wealth Partners
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About this Advisor
Mclain Johnson is a financial advisor based in Jacksonville Beach, Florida, working with Ullmann Wealth Partners. Mclain has previously held positions at Ameriprise Financial Services, LLC, Ponte Vedra High School, Florida State University, Healogics, Inc, and Md Capital, LLC. Mclain has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Mclain is part of Ullmann Wealth Partners, which operates out of Jacksonville Beach, Florida. The firm has 1 office and 11 employees. The firm manages assets totaling $877.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ullmann Wealth Partners includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ullmann Wealth Partners Brokerage Details
$877,117,003
11
1,282
$684,179
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Mclain Johnson Work History
Ameriprise Financial Services, LLC
Md Capital, LLC
Healogics, Inc
Florida State University
Ponte Vedra High School
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
Fernandina Beach, FL
Jacksonville Beach, FL
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