Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jase? Claim Your ProfileJase Merrill is an Investment Advisor Representative associated with John G. Ullman & Associates, Inc., registered with the state of New York. Jase Merrill is licensed to offer investment advice to individuals, corporations, charitable organizations, and high-net-worth individuals. Jase Merrill is also able to provide financial planning and educational seminars to clients. Jase Merrill has been with John G. Ullman & Associates, Inc. since December 2021. Before that, Jase Merrill worked at Merrill Business Products, WB Mason, and was unemployed.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NY
12/21/2023 - Present
John G. Ullman & Associates, Inc. (HORSEHEADS NY)
IA
Issued 12/21/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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