Mclain
Johnson

Ullmann Wealth Partners

CRD#7248346
Investment Advisor
in Jacksonville Beach, FL

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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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1540 The Greens Way
Jacksonville Beach, FL 32250

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Ullmann Wealth Partners Brokerage Details

Total Assets Under Management

$877,117,003

FL Average: $1,855,561,029
Total Number of Employees

11

FL Average: 62
Total Number of Accounts

1,282

FL Average: 2,474
Average Account Size

$684,179

FL Average: $750,025

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

2021 - Present (3 years)

Ameriprise Financial Services, LLC

2020 - 2020 (< 1 year)

Md Capital, LLC

2019 - 2019 (< 1 year)

Healogics, Inc

2017 - 2021 (4 years)

Florida State University

2013 - 2017 (4 years)

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

Patrick Kilbane
Jacksonville Beach, FL
Mclain Johnson
Jacksonville Beach, FL
Caitlin Frederick
Jacksonville Beach, FL
Brian James
Jacksonville Beach, FL
Carrie King
Jacksonville Beach, FL
John Gunn
Fernandina Beach, FL
Glenn Ullmann
Jacksonville Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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