Jakob Parker Brost
Investment adviser representative at John G. Ullman & Associates, Inc
12 yearsExperience
1 stateRegistered in
$1.5BFirm assets
48 yearsFirm in business
Are you Jakob Parker Brost? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- John G. Ullman & Associates, Inc.Jan 2023 to now
- Lake Road AdvisorsMar 2022 to Jun 2022
- StudentAug 2021 to Dec 2022
- Mark Twain Golf CourseJun 2021 to Aug 2021
- Liquid Shoes BrewingMay 2021 to Dec 2022
- SepacMay 2020 to Aug 2020
- StudentAug 2018 to May 2021
- Geroulds PharmacyJun 2016 to Aug 2019
- Full Time StudentAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
John G. Ullman & Associates, Inc
Legal name: Ullman John & Associates Inc
$1.5BAssets managed
1,009Clients
23Advisers
48 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7807772
- Firm CRD
- 105361