HORSEHEADS, N.Y. – John G. Ullman & Associates, Inc. (JGUA) is thrilled to announce a major corporate expansion initiative, culminating with the opening of a new office in Charlotte, North Carolina.

The initiative marks the third major expansion for the firm, the first coming in 1998 with the opening of an office in Rhinebeck, N.Y., followed by the expansion to a new JGUA headquarters in the Chemung County Airport Corporate Park in 2018.

The introduction of the JGUA Charlotte office will further enhance the ability of the firm to provide comprehensive financial planning services to its clients in the region, in addition to advancing the footprint of the JGUA brand and service model.

“I could not be more thrilled to announce our impending expansion to the Charlotte market,” remarked JGUA President & Chief Operating Officer Jason Nickerson, CFP®, EA. “This announcement marks a monumental day in the renowned history of our firm.”

“As we mark our 45-year anniversary, this expansion underscores our resolute dedication to our clients, affirming the enduring ethics and values that have steered our firm throughout this remarkable journey. I extend my heartfelt gratitude to our exceptional team, whose unwavering efforts have brought this expansion to fruition. While there is still work ahead, this announcement marks a momentous stride in fortifying the footprint of our firm for an even brighter future.”

The JGUA Charlotte office is scheduled to begin operations on September 5, 2023, and will be led by Senior Advisor Todd Brost, CFP® and Associate Advisor Jakob Brost, MS. The two advisors will maintain their current client relationships without interruption, while continuing to provide a high-level of service and support to those clients.

“One of the most important elements of this expansion is not forgetting what got us here,” said Nickerson. “A highly-dedicated, hard-working team, our commitment to the highest levels of ethics and values and the proactive and comprehensive services we offer our clients. Through the implementation of our plans for growth, we have the ability to continue establishing special bonds with our clients in the personalized way that is so important to the work we do. This will enable us to continue making an impact for generations to come.”

Further information on the expansion will be released in the coming weeks. Any questions relating to the initiative, or requests for additional information and interviews, should be directed to Ryan Sargent, JGUA Marketing & Communication Manager.

Schedule your no-obligation consultation with JGUA by visiting our Contact Us Page.

About John G. Ullman & Associates, Inc.

John G. Ullman & Associates, Inc., was founded in Corning, N.Y. in 1978. The firm is a Registered Investment Advisor (RIA) registered federally with the Securities & Exchange Commission*. As an independent, fee-based investment management firm JGUA provides comprehensive wealth management strategies and services to their clients. The firm manages over $1 billion in client assets, with a staff of more than 75 employees. More information is available at Follow us on, LinkedIn, Twitter, Facebook, Instagram, YouTube and The JGUA Blog.

*Registration does not imply a certain level of skill or training.