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Advisors / New York / Corning
38yrs

John Ullman

Financial advisor at John G. Ullman & Associates

John Ullman is a fiduciary financial advisor in Corning, New York, with 38 years in the industry. John joined John G. Ullman & Associates in 1990, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets.

One of 38 advisors with offices in Corning, and one of 30 fiduciaries.

Corning, NY 14830Top 5% by experience in CorningFiduciary advisor

At a glance

Experience38 years (since 1988)
How that compares ?Top 5% by experience in Corning
Office51 East Market Street, Corning, NY 14830
How the firm is paid ?Percent of assets
Typical client at the firm ?$1.49 million
Advisors at the firm23
States licensed ?2 states

Services through John G. Ullman & Associates

Financial planningInvestment management for individuals and small businessesEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 1990 – now

Questions to ask John

Tailored to John’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. What does a financial plan with you include, and how often is it updated?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 John G. Ullman & Associates at (607) 936-3785 and ask for John Ullman. John works from the Corning, NY office.

How long has John been a financial advisor?

John has been in the industry since 1988, about 38 years. Top 5% by experience in Corning.

What licenses does John hold?

Series 63, Series 65. 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?

John G. Ullman & Associates reports being paid by a percentage of the assets they manage. 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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