The JGUA Portal will be down on Tuesday, November 25th, 2025 starting at 6PM. This outage will last about 1 hour.A new JGUA portal is coming soon! Starting January 5th, 2026 the JGUA portal will be updated. Enhancemnts include performance numbers, higher security with MFA, and extended uses for non-client entities.

Welcome to the John G. Ullman & Associates Client Portal.

This site is intended for use by John G. Ullman & Associates Inc. clients only. If you're looking for information regarding our company please visit our public website at http://jgua.com.

Here you can view your current holdings, download quarter end reports, upload files to your account team, and retrieve 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 Advisor 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