John Patrick Gunn

Employer firm

Ullmann Wealth Partners CRD 316697

$1.25B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2004 → 12/2020
  Veritable, Lp
  Newtown Square, PA
• 01/2021 → 04/2024
  Space 3, Inc.
  Fernandina Beach, FL
• 04/2024 → Present
  Ullmann Wealth Partners
  Fernandina Beach, FL

Previous Registrations

• 2005-02-18 → 2021-03-26
  Veritable Lp
  Newtown Square, PA

Other Businesses

NAME OF OTHER BUSINESS: SPACE 3, INC.; INVESTMENT RELATED: NOT INVESTMENT RELATED; ADDRESS: 1417 SADLER ROAD, SUITE 412, FERNANDINA BEACH, FL; NATURE: WORK CAFE; TITLE: ADVISOR TO THE BOARD OF DIRECTORS; START DATE: 2/1/2024; HOURS/MONTH: 2; TRADING HOURS: 0; DUTIES: PARTICIPATE IN MONTHLY MEETINGS WITH MANAGEMENT.

Exams

• S66 Uniform Combined State Law Examination
  2001-09-27
• S63 Uniform Securities Agent State Law Examination
  1999-06-01

Designations

• Certified Financial Planner

Other Names

• Jack Patrick Gunn
• Jack P Gunn