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Jonathan M Ullman

Truefocus Financial Partners

North Kingstown, RI

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Current Employers
Truefocus Financial Partners

650 Ten Rod Road #10, North Kingstown, RI 02852 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APP_PEND_IARCE 2026-01-01
MA RA APPROVED 2023-09-25
  • RI RA
    APP_PEND_IARCE
    Since 2026-01-01
  • MA RA
    APPROVED
    Since 2023-09-25

Branch Locations

650 Ten Rod Road #10, North Kingstown, RI 02852 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Montis Financial Waltham MA 01/2006 05/2023
Truefocus Financial Partners Llc North Kingstown RI 04/2023 Present
  • 01/2006 → 05/2023
    Montis Financial
    Waltham, MA
  • 04/2023 → Present
    Truefocus Financial Partners Llc
    North Kingstown, RI
Previous Registrations
Designations
Other Names
  • Jon M Ullman

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · North Kingstown, RI
VERITAS WEALTH MANAGEMENT · NORTH KINGSTOWN, RI
AMERIPRISE FINANCIAL SERVICES, LLC · NORTH KINGSTOWN, RI
CITIZENS SECURITIES, INC. · NORTH KINGSTOWN, RI
EDWARD JONES · North Kingstown, RI
CORNERSTONE FINANCIAL MANAGEMENT LLC · North Kingstown, RI
WICKFORD WEALTH MANAGEMENT, LLC · NORTH KINGSTOWN, RI
EDWARD JONES · EAST GREENWICH, RI

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