Who We Are: 
JGUA is a Comprehensive Wealth Management firm that takes pride in bringing human connection, attention to detail, and trust to virtually every aspect of financial planning.

What We Do:
JGUA works proactively with clients to develop financial plans that are structured to meet their goals, whether those goals are in the short-term, long-term, or with the next generation in mind.

How We Do It:
JGUA Advisors work collaboratively across all service areas to provide clients with the highest levels of comprehensive guidance, in a highly personalized way.



Our process starts with you. You’ll be paired with an Advisor who works diligently and with the utmost integrity to understand your unique goals, time horizon, current financial picture, and risk tolerance. The resulting plan reflects decades of our experience, and serves as a road map to help you make the right decisions about your financial future. 

From there, our investment management team leverages our research, trading, and portfolio management groups to provide both highly experienced and newer investors with personalized, active portfolio management based on real-world experience, analytics, and insights, not just automated algorithms. 

Backed by our team of financial planners, CPAs and other tax professionals, legal professionals, and support staff, we are uniquely qualified and equally passionate about helping clients and their families achieve their financial goals.


Investment Management

John G. Ullman & Associates, Inc.

John Ullman

David Labato

Cfp® Jason Nickerson Ea

Scott Schoonover

Cfp® Kelly M. Lewis Jd, Llm

Donald Huff

Wilby J.

Ryan Sargent

The Finance and Trading team at John G. Ullman & Associates, Inc. is responsible for managing and executing the firm’s investment strategies. This team includes roles such as securities analysts, equity and trading managers, and financial planners, all working in unison to research market opportunities, execute trades, monitor portfolio performance, and provide customized, active portfolio management for the firm's clients. Their efforts ensure that client investments are aligned with personalized financial plans and goals, leveraging both human insight and analytical tools.

Finance and Trading

Information Technology

Human Resources

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Finance and Trading

About

Team members

Other teams at John G. Ullman & Associates, Inc.

Information Technology

Human Resources

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Finance and Trading

About

Team members

Other teams at John G. Ullman & Associates, Inc.

Information Technology

Human Resources

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