Welcome to the John G. Ullman & Associates Client Portal. Here you can view your current holdings, download quarter end reports, upload files to your account team and retrieve one off files from your team in a safe and secure manner.

If you do not currently have a portal account and you are a client with JGUA, please register for a client portal account.

To give feedback please contact your Account Executive or email the support team. Thank you.


* Market Value of securities has been calculated using the most recent market close.

Account balances and positions may not reflect all intra-day activity. Every effort is made to ensure that data entry processes and accounting adjustments do not cause variances in the accuracy of the data. Please be aware that the figures reflected are subject to correction.

Gain/Loss information is provided for informational purposes only and is not intended to be used for tax preparation. These figures may change due to adjustments to cost basis at a future date. Target Risk and Actual Risk are based on John G. Ullman & Associates, Inc.’s internal Risk Segmentation Categories