CHARLOTTE, N.C. – John G. Ullman & Associates, Inc. (JGUA) celebrated the opening of its Charlotte Branch office in an event held on Thursday, November 9th. The celebration, hosted at Legion Brewing Company South Park, drew a large crowd, including firm leadership, advisors, and members of the business development team.
Legion Brewing Company provided catering services for the celebration, and Louis Pettinelli Entertainment performed live music throughout the event.
Remarks from JGUA Founder & CEO, John Ullman, and President & COO, Jason Nickerson, CFP®, EA, served as a capstone for the celebration. The duo reflected on the firm’s first expansion in 25 years and expressed gratitude for the warm welcome from the Charlotte Area Chamber of Commerce.
Nickerson and Ullman also provided context on the firm’s history, its plans to serve the Charlotte market, and introduced key members of the JGUA team leading operations at the Charlotte location, including Senior Advisor, Todd Brost, CFP®, and Associate Advisor, Jakob Brost, M.S.
Prior to the grand opening celebration, JGUA held a ribbon cutting ceremony at its new office location in conjunction with the Charlotte Area Chamber of Commerce.
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 over four locations, including Horseheads, N.Y., Rhinebeck, N.Y., Charlotte, N.C. and Corning.
If you are interested in learning more about how JGUA could help you, visit our website HERE. You can follow us on, LinkedIn, Twitter, Facebook, Instagram, YouTube and The JGUA Blog.
*Registration does not imply a certain level of skill or training.