Unclaimed
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.
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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2
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)
BOTH
Issued 09/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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