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Mark Justice Bloxsom

John G. Ullman & Associates, Inc.

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About Mark Justice Bloxsom

Mark Justice Bloxsom is a registered investment advisor representative with John G. Ullman & Associates, Inc. Mark has been in the financial services industry since July 2024. Mark is a graduate of Alfred State College and the University of California, Irvine. Mark is registered in New York and has passed the Uniform Investment Adviser Law Examination. Mark specializes in providing financial planning and portfolio management for individuals, as well as educational seminars.

Firm Information

Mark Bloxsom 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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Mark Bloxsom’s Registration & Firm History

NY

10/15/2024 - Present

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

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mark Justice Bloxsom.
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