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Jason Daniel Nickerson

John G. Ullman & Associates, Inc.

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About Jason Daniel Nickerson

Jason Nickerson is an Investment Advisor Representative at John G. Ullman & Associates, Inc. Jason has been with the firm since January 1998 and is also a Certified Financial Planner. Jason's experience spans over two decades in the financial industry, and he holds both a Series 7 and Series 66 license. Jason has been registered in New York since July 2021 and in Texas since November 2022. Jason provides financial planning, educational seminars and portfolio management for individuals and businesses.

Firm Information

Jason Nickerson is currently registered with John G. Ullman & Associates, Inc.. John G. Ullman & Associates, Inc. is an investment advisor based in HORSEHEADS, NY. The firm provides financial planning and portfolio management services to individuals, corporations, charitable organizations, and high-net-worth individuals. They offer educational seminars and manage approximately $1,262,886,094 in assets.
John G. Ullman & Associates, Inc.

343 DANIEL ZENKER DRIVE

HORSEHEADS, NY 14845

$1.26B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Nickerson’s Registration & Firm History

NY

11/23/2022 - Present

John G. Ullman & Associates, Inc. (HORSEHEADS NY)

NY

04/19/2000 - 11/27/2006

U S G M SECURITIES, INC. (CORNING NY)

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Licenses & Designations

BOTH

Issued 09/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Daniel Nickerson.
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