Jason Nickerson

Whether creating a stock option plan for a client or working with an individual on personal financial goals, Jason takes pride in the firm’s focus on people — a value to which he is equally committed.

CREDENTIALS

  • Salisbury State University, BS Finance
  • Corning Community College, AS Business Administration
  • CERTIFIED FINANCIAL PLANNER ™
  • Enrolled Agent

COMMUNITY SERVICE

  • Jason currently serves as Vice President of the Corning Hawks Booster Club
  • Gaffer District Finance Committee
  • Corning Area Youth Lacrosse Volunteer and Girls and Boys coach

BACKGROUND

Jason is analytical, rigorous, organized and detail oriented. These key qualities teamed with his warm friendly style make him a highly valued member of the Ullman team. Jason started with John G. Ullman & Associates, Inc. in 1998, taking on increasing levels of responsibility each year. Jason never shies away from a challenge. As parent of twins, he is used to hard work and long hours.

AREAS OF EXPERTISE

  • Stock Option Planning
  • Tax Planning
  • Asset Allocation
  • Retirement Planning
  • Survivorship Analysis
  • Education Planning
Jason D. Nickerson, CFP®, EA, 
Senior Vice President