CHARLOTTE, N.C. – After nearly two years of service to our financial advisor team, John G. Ullman & Associates is proud to announce that Charlotte Branch Manager Jakob Brost has officially earned his CERTIFIED FINANCIAL PLANNER™ certification. 

Considered the standard of excellence in the field of financial planning, CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

“Earning the CERTIFIED FINANCIAL PLANNER™ certification is a significant personal and professional achievement for me,” said Brost. “I take pride in providing the highest level of service to the clients I work with, and the work done to earn this designation will only help further those efforts. I am deeply thankful for the support and opportunities provided by JGUA over the past two years, and I look forward to continuing to grow as a leader while helping our clients achieve their financial goals. This milestone is just the beginning, and I’m excited for the future of our Charlotte branch and the impact we can make.”

Jakob graduated from Texas Tech University with a Master of Science in Personal Financial Planning and a Graduate Certificate in Life-Centered Planning. Before that, he graduated from Alfred State College with a Bachelor of Business Administration in Financial Planning.

Throughout his education, he had several financial internships which helped give him a better understanding of the industry as a whole. After he completed his education, Jakob joined JGUA as an Associate Advisor in the beginning of 2023.

Prior to earning his CFP® marks, Jakob passed his Series 65 – Uniform Investment Advisor exam and was promoted to the role of Advisor and Charlotte Branch Manager.

“On behalf of John G. Ullman & Associates, I want to extend my heartfelt congratulations to Jakob on achieving his CERTIFIED FINANCIAL PLANNER™ certification,” said Jason Nickerson, CFP®, EA, President  & Chief Operating Officer. “This accomplishment reflects his dedication to his clients, his craft and our firm’s commitment to delivering excellence in financial planning. Jakob’s hard work and commitment over the past two years has been invaluable, and we are excited to see him continue to grow as a leader and advisor, guiding the future success of our Charlotte branch.”

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 70 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, or call 1 (800) 936-3785. 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