Profile
Mr. James D.
Epp is a Portfolio Manager at John G.
Ullman & Associates, Inc. (JGUA).
Prior to joining JGUA in 2009, Mr. Epp worked at Edsall & Epp, Attorneys at Law, P.C., and Merrill Lynch.
Mr. Epp received his BA in Communication from Roberts Wesleyan College and JD degree from Regent University School of Law.
He is also a Certified Financial Planner.
Former positions of James D. Epp
| Companies | Position | End |
|---|---|---|
John G. Ullman & Associates, Inc.
 John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Portfolio Manager-Equities | - |
Training of James D. Epp
| Roberts Wesleyan College | Undergraduate Degree |
| Regent University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance John G. Ullman & Associates, Inc. (JGUA) is an independent, SEC-registered investment advisor headquartered in Horseheads, New York. The firm was founded by John G. Ullman in 1978. JGUA provides portfolio management services to individuals, high net-worth individuals, pension and profit-sharing plans, charitable institutions, foundations, endowments, trusts and US corporations. | Finance |
- Stock Market
- Insiders
- James D. Epp
