Jon W. Ulin, CFP®, Private Wealth Advisor, is the founder and Managing Principal of Ulin & Co. Wealth Management. Jon graduated Cum Laude with a BBA in Accounting and Finance from Temple University to then work in Public Accounting. After establishing our firm in 2002 through a national Broker-Dealer, Jon transitioned Ulin & Co. to the independent Hybrid-RIA channel in 2009 as an affiliate of Independent Financial Partners.
As an advocate for financial wellness and education, 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 businesses 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’ financial planning and portfolio management services while aligning our firm with three of the nation’s independent leading broker dealers, Charles Schwab, Fidelity and Pershing to provide dynamic service in asset custody, trading and research.
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 has helped guide many boomer and retired clients and their families through bull and bear markets as well as through major life events to help them pursue their financial goals and independence with confidence.
Jon leads a very active and healthy lifestyle and enjoys golf, running and circuit training. He resides in Boca Raton, Florida with his wife, Erin.
Professional Associations and affiliations
-CFP® Professional: Active Status
-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)
*Securities registrations: Series 7 & Series 66 held through IFP Securities, LLC
How Jon Benefits You
Jon provides strategic direction for the firm and is the public face of Ulin & Co. Wealth Management. He is responsible for all aspects of our clients’ portfolio management and financial planning services. As a business owner and entrepreneur, Jon is committed to innovation, market research, cutting edge technology, ongoing learning and creating life-long client relationships.
Mr. Ulin creates and runs continual educational events for our clients, publishes a monthly newsletter “A Wealth of Insight®” and produced the Mastering Your Wealth® radio show, which aired mornings across South Florida on multiple FM and AM channels through the beginning of 2019.