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John Patrick Gunn

Investment Adviser Representative at ULLMANN WEALTH PARTNERS

Fernandina Beach, FLCRD #3236809Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John Patrick Gunn has worked in the securities industry since 2008. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/27/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 6/1/1999
Series 7
General Securities Representative Examination
Passed 4/13/2001
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/1/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $2,000,0001.20%
$2,000,000 to $5,000,0001.15%
$5,000,000 to $7,000,0001.00%
$7,000,000 to $10,000,0000.90%
$10,000,000 to $15,000,0000.80%
$15,000,000 to $25,000,0000.70%
$25,000,000 to $50,000,0000.60%
$50,000,000+0.50%
Source

Ullmann Wealth Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ULLMANN WEALTH PARTNERSCurrent
5/9/2024Fernandina Beach, FL
VERITABLE LP
2/18/20053/26/2021Newtown Square, PA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at ULLMANN WEALTH PARTNERS

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View ULLMANN WEALTH PARTNERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John Patrick Gunn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

John Patrick Gunn - Financial Advisor in Fernandina Beach, FL | AdvisorFinder