Best Investors Account Sign in
Inactive

Jonathan M Ullman

Truefocus Financial Partners

North Kingstown, RI

CRD 5907611

Claim This Profile
Employer firm

Truefocus Financial Partners CRD 326003

$67.6M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

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
  • Certified Financial Planner
Other Names
  • Jon M Ullman

View on SEC IAPD

Nearby Firms

COMMONWEALTH FINANCIAL NETWORK
VERITAS WEALTH MANAGEMENT
AMERIPRISE FINANCIAL SERVICES, LLC

Nearby Investors

KEVIN MANUEL VIEIRA
MICHAEL SAMUEL ABBOOD
THOMAS SAMUEL ABBOOD

Nearby Offices

COMMONWEALTH FINANCIAL NETWORK · North Kingstown, RI
VERITAS WEALTH MANAGEMENT · NORTH KINGSTOWN, RI
AMERIPRISE FINANCIAL SERVICES, LLC · NORTH KINGSTOWN, RI

More in North Kingstown, RI

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor