“Our mission is to empower clients to achieve financial independence and to maintain the retirement and lifestyle they earned through proactive planning, innovative wealth strategies and impeccable service.”
Jon W. Ulin, CFP®
CERTIFIED FINANCIAL PLANNER™
A Wealth of Insight® blog
Mastering Your Wealth® radio show
Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Originally from Philadelphia, Jon graduated Cum Laude in 1996 with a BBA in Accounting from Temple University to then work for a regional CPA firm. Jon established Ulin & Co. in 2002 while with Ameriprise Financial before transitioning our firm to LPL Financial in 2009.
Jon is a sought after speaker for both community and corporate events and is often quoted by national news and media outlets. He has worked over the years with many Fortune 500 regional locations as well as with local businesses, organizations and municipalities to provide turn-key benefits, retirement, investment and personal finance workshops as part of our Work-site Financial-Ed (WFE) services.
Jon works primarily as a ‘fee-based’ investment advisor and is responsible for all aspects of our clients’ portfolio management and financial planning services. He received the LPL Financial Freedom Club Recognition (2011–2016). This distinction is based on an annual production ranking of approximately 13,100 advisors nationwide. This achievement demonstrates a strong commitment to vibrant business growth and exceptional client service.
Growing up in Philadelphia and putting himself through college, the American values of hard work, loyalty and integrity were ingrained in Jon from an early age. Ulin & Co. is rooted in these values by providing exceptional service and advice at every step.
Jon leads a very active and healthy lifestyle. He resides in Boca Raton, Florida with his wife, Erin.
Read More: Awards & Recognition
Education & Licensing
*Securities registrations: Series 7 & Series 66 held through LPL Financial.
Professional Associations and affiliations
-Financial Planning Association – Planner Search (FPA)
-Human Resource Association of Palm Beach County (HRPBC)
-Society for Human Resource Management (SHRM)
-Boca Raton Historical Society (BRHS)
-Temple Alumni Association (TU)
-Boca Raton Estate Planning Council (BREPC)
(2006-2008) Jon developed & chaired the S. Florida B2B Corporate Executive Open (CEO) golf event at the Doral Golf resort.
(2011-2012) Jon raised money for the American Heart Association of Palm Beach County and competed in the 5K run
How Jon Benefits You
Jon provides strategic direction for the firm and is the public face of Ulin & Co. Wealth Management. Jon is responsible for all aspects of our clients’ portfolio management and financial planning services. He is committed to innovation, market research, cutting edge technology, ongoing learning and creating solid client relationships.
About Our Clients
Our clients include current & retired Fortune 500 executives & employees from IBM, Microsoft, Motorola, Tyco, ADT, Citrix, Jarden, DHL, CVS, fiserve, Nuance, Kaba Benzing, Office Depot, Ericsson, Seimens & Sprint to name a few. We also works with many city/state retirees, medical professionals and business owners.
Branch Operations Manager
An integral part of Ulin & Co., Donna brings over 30 years of experience to our firm with a background in branch operations, compliance, accounting, management and customer service.
Originally from Long Island, New York, Donna has worked for many high profile banks and organizations. Her most notable achievement was as the regional VP of Operations for SunTrust Banks in Palm Beach County where she oversaw the daily operations and internal compliance systems of 22 branches.
Donna has been providing accounting and consulting services to small and medium sized businesses for many years through Donna Munaco Accounting & Consulting.
Donna has happily resided in Boca Raton for most of her life. One of her main interests is volunteering for the Boca Raton Community Garden. This non-profit organization partners with the Junior League to donate food and resources to Boca Helping Hands.
How Donna Benefits You
A strong leader as well as a team player, Donna’s responsibilities include branch administration, bookkeeping and event coordinator as well as working directly with Jon and our clients with timely service requests.
Our IFP Strategic Partners
Ulin & Co. is an affiliate of Independent Financial Partners (IFP).
Aaron Gillman, CFP ®, CFA
Aaron serves as the Chief Investment Officer for Independent Financial Partners and is President of IFP Wealth Management. As the head of the IFP Investment Advisory Committee, Aaron leads the IFP research team in conducting ongoing analytical economic, market and investment research and due diligence, along with providing sophisticated portfolio construction and management resources for affiliated financial advisors and their clients. Aaron earned his Bachelor’s degree in Finance from the University of Florida.
Chris Cokinis, Chief Compliance Officer
Chris has 35 years of experience in the securities, investment adviser and insurance industries in the areas of management, operations, compliance, sales and regulatory.
His experience includes 22 years in senior management roles with several full service broker/dealers and investment advisory firms with 2 years as President and 20 years as a Chief Compliance Officer, 5 years in sales of securities, investment advisory and insurance products and 6 years as an examiner with FINRA. FINRA Wharton School Certified Regulatory and Compliance Professional (CRCP) designation and Certified Securities Compliance Professional (CSCP) designation through NSCP.
Chris attended the University of Illinois and graduated from Eastern Illinois University with a Bachelors of Science Degree in Finance.
William Hamm, CFP®, CFA, CLU
Bill is CEO and founder of Independent Financial Partners (IFP). Bill began his career in financial planning in 1983 with the CIGNA Corporation. He grew his private practice for almost 20 years when, in 2000, he had the opportunity to acquire an OSJ group of 10 advisors operating on the hybrid RIA platform within what was formerly known as Mutual Services Corporation (a broker-dealer later to be acquired by LPL).
Growing from 10 advisors in 2000 to now over 500 nationwide, IFP is the largest advisor group in the nation with LPL Financial. IFP was also recognized in by Forbes in 2013 and ranked as one of the “Top 50 Wealth Managers in the Nation.” What has most significantly contributed to this growth is Bill’s philosophy that the advisor comes first, and you can see this focus weaved into the entire fabric of the IFP value proposition.
Bill holds a bachelor’s degree in Economics from the University of Florida (UF) and earned his master’s in Financial Services from the American College in Pennsylvania. He also holds a Bachelor’s degree in Business Administration with majors in Accounting and Finance from the University of South Florida.
LPL Financial Research Team
Investor Strategy and Business Development
The LPL Financial investor strategy group which is part of the LPL Research team, is focused on delivering timely perspectives to your financial advisor, that explore how the latest economic data, market trends, geopolitical events, and policy decisions are impacting investors and investments. In addition, you may catch members of our team on leading financial networks, in print or on the radio, such as CNBC, the New York Times, or NPR discussing topics related to earnings season, employment, housing, financial regulatory reform, and more.
Focusing on logistics, business development is integral to the research team’s role as an industry leader. Their goal is to enhance offerings and streamline processes through collaboration among their team, between business partners, and with advisors, so your advisor has access to the best possible investment choices, documents, and tools.
About LPL Financial:
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