Jakob
Brost
John G. Ullman & Associates, Inc
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About this Advisor
Jakob Brost is a financial advisor based in Horseheads, New York, working with John G. Ullman & Associates, Inc. Jakob has previously held positions as a full-time student, at Geroulds Pharmacy, Sepac, Mark Twain Golf Course, Lake Road Advisors, Liquid Shoes Brewing, and John G. Ullman & Associates, Inc. Jakob has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Jakob is part of John G. Ullman & Associates, Inc, which operates out of Horseheads, New York. The firm has 3 offices and 56 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at John G. Ullman & Associates, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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John G. Ullman & Associates, Inc Brokerage Details
$1,262,886,094
56
2,297
$549,798
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jakob Brost Work History
John G. Ullman & Associates, Inc
Lake Road Advisors
Student
Mark Twain Golf Course
Liquid Shoes Brewing
Sepac
Student
Student
Student
Geroulds Pharmacy
Full Time Student
Fulltime Student
Disclosures
Please visit the SEC profile of Jakob Brost 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 John G. Ullman & Associates, Inc
Horseheads, NY
Rhinebeck, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
Horseheads, NY
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