What departments does John G. Ullman & Associates, Inc. have?

John G. Ullman & Associates, Inc. has employees across 10 departments including Operations, Administrative, Program & Project Management, Finance, Legal.

What is the largest department at John G. Ullman & Associates, Inc.?

The largest department at John G. Ullman & Associates, Inc. is Operations with 4 employees.

Where are John G. Ullman & Associates, Inc. employees located globally?

John G. Ullman & Associates, Inc. has employees across 3 continents and 4 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Canada, Australia.

How has John G. Ullman & Associates, Inc.'s team size changed over time?

John G. Ullman & Associates, Inc.'s team has grown from approximately 37 to 40 employees based on available data.

John G. Ullman & Associates, Inc. Employee Directory

Financial ServicesNew York, United States51-200 Employees

John G. Ullman & Associates, Inc. is a mid-sized financial services firm based in Horseheads, New York, offering comprehensive wealth management. The firm emphasizes personalized planning and trusted relationships, working with clients to understand goals, time horizons, current finances, and risk tolerance to create a tailored road map.

Its investment management team provides active portfolio management grounded in research and real-world experience, complemented by collaboration with financial planners, CPAs, and other professionals. This integrated approach supports individuals and families across short-term needs, long-term planning, and generational wealth transfer. In early 2026, the firm announced the promotion of Melissa Johnson to Senior Associate Advisor and noted her attainment of the CERTIFIED FINANCIAL PLANNER certification.

John G. Ullman & Associates, Inc. Global Highlights

North America
150

United States Of America
149
Canada
1

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Oceania
1

Australia
1

John G. Ullman & Associates, Inc.'s Leadership

J. S.
Ceo
Mobile Phone
Email
J. K.
Chief Compliance Officer
Mobile Phone
Email
U. L.
Chief Operating Officer & Founder & Owner
Mobile Phone
Email
T. R.
Vice President & Chief Compliance Officer
Mobile Phone
Email
S. K.
Vice President Operations
Mobile Phone
Email
J. B.
Vice President Research And Development
Mobile Phone
Email
J. G. U.
President
Mobile Phone
Email
J. N.
President And Chief Operating Officer
Mobile Phone
Email

John G. Ullman & Associates, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Entrepreneurship
Community & Social Services
Finance
Information Technology
Other
Business
Human Resources

Contact profiles from John G. Ullman & Associates, Inc.

Name

Title

Contact Info

Location

Last Update

J. S.
Partner
Mobile Phone
Email
Oct 23, 2024
J. T.
President
Mobile Phone
Email
Oct 21, 2024
T. R.
Vice President & Chief Compliance Officer
Mobile Phone
Email
Oct 16, 2024
U. L.
Chief Operating Officer & Founder & Owner
Mobile Phone
Email
Feb 10, 2026
J. T.
President
Mobile Phone
Email
United StatesMassachusetts
May 28, 2026
P. W.
Senior Vice President
Mobile Phone
Email
Jul 11, 2024
D. W.
Senior Vice President - General Counsel - Corporate Secretary
Mobile Phone
Email
United StatesNorth Carolina
Jun 06, 2024
S. K.
Vice President Operations
Mobile Phone
Email
United StatesNew York
May 21, 2026
C. M.
Vice President
Mobile Phone
Email
UNITED STATES
Jul 25, 2024
J. H.
Vice President
Mobile Phone
Email
UNITED STATES
Oct 17, 2024

Frequently Asked Questions

What is John G. Ullman & Associates, Inc. known for?

John G. Ullman & Associates, Inc. was founded in 1978 operates in the Financial Services industry. The company's main headquarters is located in 343 Daniel Zenker Drive Horseheads, New York 14845 United States; you can contact the main corporate office by phone at

+1-607-936-****

. Explore John G. Ullman & Associates, Inc.'s company overview page for more information.

What is John G. Ullman & Associates, Inc.'s most common email format?

John G. Ullman & Associates, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more John G. Ullman & Associates, Inc. email formats with LeadIQ.

How many employees does John G. Ullman & Associates, Inc. have currently?

John G. Ullman & Associates, Inc. has approximately 66 employees as of June 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are John G. Ullman & Associates, Inc.'s key employees and leadership?

As of June 2026, John G. Ullman & Associates, Inc.'s key employees include:

Ceo: J. S.
Chief Compliance Officer: J. K.
Chief Operating Officer & Founder & Owner: U. L.
Vice President & Chief Compliance Officer: T. R.
Vice President Operations: S. K.

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John G. Ullman & Associates, Inc. Employee Directory

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