Wells Fargo Advisors
46yrs
Top advisor by experience in Jacksonville Beach
27yrs
John Gunn is a fiduciary financial advisor in Jacksonville Beach, Florida, with 27 years in the industry. John joined Ullmann Wealth Partners in 2024, after 16 years at Veritable. John holds the CFP® designation.
One of 100 advisors with offices in Jacksonville Beach, and one of 88 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in Jacksonville Beach
Office1540 The Greens Way, Jacksonville Beach, FL 32250
How the firm is paid ?Percent of assets, Hourly
Typical client at the firm ?$2.36 million
Advisors at the firm8
States licensed ?1 state
Services through Ullmann Wealth Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowUllmann Wealth PartnersCurrent firm
- 2005 – 2021Veritable LPPreviously
Contact John
(904) 280-3700Ullmann Wealth Partners main office 1540 The Greens WayJacksonville Beach, FL 32250Office · Get directions
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Questions to ask John
Tailored to John’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About John
How do I contact John?
Call Ullmann Wealth Partners at (904) 280-3700 and ask for John Gunn. John works from the Jacksonville Beach, FL office.
How long has John been a financial advisor?
John has been in the industry since 1999, about 27 years. Top 20% by experience in Jacksonville Beach.
What licenses does John hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is John a fiduciary?
John is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is John paid?
Ullmann Wealth Partners reports being paid by a percentage of the assets they manage, hourly fees. Ask John for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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