Jonathan M. Ullman

TRUEFOCUS FINANCIAL PARTNERS

North Kingstown, RI 02852

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CRD#: 5907611

Professional summary

Jonathan M Ullman, CFP®, who also goes by Jon M Ullman, is a registered financial advisor currently at TRUEFOCUS FINANCIAL PARTNERS located in North Kingstown, Rhode Island.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jonathan has worked at 2 firms .

Question & Answer

What are your service offerings?

Debt Management

Divorce Planning

Investment Planning

Comprehensive Financial Planni...

Budgeting

Education Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

Jon M Ullman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan M Ullman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

June 25, 2023 - Present

TRUEFOCUS FINANCIAL PARTNERS

Office #1: 650 Ten Rod Road #10, North Kingstown, RI 02852

RIA

CRD#: 326003

North Kingstown, RI

Past

October 15, 2012 - May 8, 2023

MONTIS FINANCIAL, LLC

RIA

CRD#: 163986

WALTHAM, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(9/25/2023)

IAR

Rhode Island
(6/25/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TRUEFOCUS FINANCIAL PARTNERS

TRUEFOCUS FINANCIAL PARTNERS | TRUEFOCUS FINANCIAL PARTNERS LLC

CRD#: 326003 / SEC#:

Massachusetts

Registered Investment Advisory firm - (9/22/2023 Approved)

Rhode Island

Registered Investment Advisory firm - (6/15/2023 Approved)

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Contact information

Main Address

650 Ten Rod Road #10, North Kingstown, RI 02852

Mailing Address

Phone number

(617) 830-3009

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	177
AUM (Assets Under Management)	$ 51,600,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Jonathan M. Ullman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan M Ullman's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUEFOCUS FINANCIAL PARTNERS

MONTIS FINANCIAL, LLC

State Registrations and Notice Filings

Exams

Current Firm

TRUEFOCUS FINANCIAL PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRUEFOCUS FINANCIAL PARTNERS

TRUST BUT VERIFY

Contact information

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