About My Practice
Ulin & Co. Wealth Management provides a unique blend of investment management, wealth counseling and financial planning services to affluent families, individuals, retirees, corporate executives and businesses. We serve as our client’s personal financial advocate by providing strategies to help grow, protect and transfer wealth. Our branch is an affiliate of Independent Financial Partners and aligned with LPL Financial, one of the top recognized independent broker dealers in the nation*.
Ulin & Co. was founded over a decade ago on traditional values, integrity and personal service. We offer the counsel, resources and advice essential to handle complex wealth management matters that align with the multi-generational goals of each client. Our focus is to stay seamlessly aligned with our clients’ goals, while maintaining clear transparency from our fee structure, to the management and security of our clients’ accounts at all times.
As an independent SEC- Registered Investment Advisor, we take great pride in working free from proprietary products, sales goals or conflicts of interest. Our core services include actively managing clients’ portfolios, to providing comprehensive wealth strategies- including tax, retirement, insurance and estate planning strategies.
Our success is measured by our client’s success, which is a benefit that goes well beyond the numbers. We provide a personalized approach centered on life-time relationships founded on mutual trust and respect. Should you have any questions or need additional information, please email email@example.com or call (561) 210-7887. http://ulinwealth.com/
*(LPL Financial) As reported by Financial Planning Magazine, June 1996-2013 based on total revenue.
*For a list of states I am registered to conduct securities business, please visit my website.
Securities offered through LPL Financial | Member FINRA |SIPC | Investment Advice offered through Ulin & Co., a Registered Investment Advisor and separate entity from LPL Financial.
About Jon W. Ulin, CFP®:
Jon W. Ulin, CERTIFIED FINANCIAL PLANNER™, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Wealth Management. He has more than 20 years combined education and work experience in the accounting, wealth management and financial services fields. Originally from Philadelphia, Jon graduated cum laude in 1996 with a BBA in accounting and finance from Temple University and completed his CFP® board designation in 2007. In 2009, Jon aligned our firm with LPL Financial after working at Ameriprise Financial for over 7 years.
Jon’s works predominately as a ‘fee- based’ investment advisor and has received recognition for helping manage clients portfolio’s through volatile bull and bear markets. He is committed to innovation, market research, cutting edge technology, ongoing learning and creating solid client relationships. Jon is very passionate about his career and to share his vision and commitment to help shape client’s financial futures.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 66
Life insurance: FL, Health/disability insurance: FL, Fixed annuities: FL, Variable annuities: FL
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Considerations: We work primarily as fee- based advisors. Our niche is providing investment management and wealth planning advice and services to individuals, families and retirees in South Florida.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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