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Mr. Jon W. Ulin, CFP®


Ulin & Co. Wealth Management (Branch of LPL Financial)

1200 N Federal Hwy Ste 200
Boca Raton, FL 33432-2813
View on Map (561) 210-7887

Ulin & Co. Wealth Management was founded in 2002 on traditional values, integrity and personal service. Our focus is to provide sound investment management, retirement counseling and financial planning expertise that aligns with your unique needs and vision of your financial future. ******************* Call Jon W. Ulin, CFP®, Managing Principal at (561) 210-7887 to schedule a complementary portfolio risk analysis & retirement income consultation. ******************* Our firm is a branch office of LPL Financial ( -the nation’s largest independent broker-dealer.******************** (Disclosures) *(LPL Financial) As reported by Financial Planning Magazine, June 1996-2017 based on total revenue.******For a list of states I am registered to conduct securities business, please visit my website.******Securities offered through LPL Financial | Member FINRA |SIPC Investment Advice offered through Ulin & Co. Wealth Management a Registered Investment Advisor and separate entity from LPL Financial

Year CFP® Certification Received: 2007
CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English
Specialties: Asset Allocation, Investment Management, Investment Planning, Retirement Planning, Wealth Management

Typical Client Profile

Average Net Worth: Not Applicable
Average Income: Not Applicable
Average Age: 45-54, 65-74, 75 or older
Profession: Not Applicable

CFP Board verifies that this individual currently holds CFP® certification. If your search brings up information for an individual who has been disciplined publicly by CFP Board or who has made a bankruptcy disclosure within the last ten years, specific information about those incidents will be provided below. All other information on this page is provided by the CFP® professional and has not been verified by CFP Board. CFP Board is not responsible for the accuracy of such information.

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