Jack Gunn, Cfp®
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Jack Gunn, Cfp® Email & Phone Number

Director and Wealth Manager at Ullmann Wealth Partners
Location: Fernandina Beach, Florida, United States 10 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
Role
Director and Wealth Manager
Location
Fernandina Beach, Florida, United States
Company size

Who is Jack Gunn, Cfp®? Overview

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Quick answer

Jack Gunn, Cfp® is listed as Director and Wealth Manager at Ullmann Wealth Partners, a company with 13 employees, based in Fernandina Beach, Florida, United States. AeroLeads shows a matched LinkedIn profile for Jack Gunn, Cfp®.

Jack Gunn, Cfp® previously worked as Director / Wealth Manager at Ullmann Wealth Partners and Vice President & Advisor to the Board at Vel. Jack Gunn, Cfp® holds Bachelor Of Science - Bs, Business Administration from Penn State University.

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Email format at Ullmann Wealth Partners

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Ullmann Wealth Partners

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Profile bio

About Jack Gunn, Cfp®

Investment Advisory and Insurance services are offered through Ullmann Wealth Partners Group, LLC, a registered investment adviser, DBA Ullmann Wealth Partners. Divorce services offered through the Divorce Advisory Group division of Ullmann Wealth Partners. Investments in securities involve risk, including the potential loss of principal. Past performance is not a guarantee of future results. Neither the information nor any opinion expressed herein constitutes a solicitation for the purchase or sale of any securities and should not be relied on as financial advice. Securities-related services may not be available in all states. Please visit our website or contact our offices for details. We do not provide customer service, handle any specific customer account inquiries, or enable financial transactions through any social media site. Should any client have questions or concerns that are specific to their account(s), please contact our office directly. The site may contain links to information contained on a third-party website. We do not endorse or accept responsibility for the content of any third-party website and are not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by third parties on social media sites. “Likes”, “Favorites” and comments should not be considered a reflection of client experiences or future performance. “Likes” and “Retweets” should not be considered an endorsement or recommendation of any security, company or individual. It is up to you to read and understand the privacy policies for each social media site. We have no control over how social media sites or other third parties will use the information you share.

Current workplace

Jack Gunn, Cfp®'s current company

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Ullmann Wealth Partners
Ullmann Wealth Partners
Director and Wealth Manager
Fernandina Beach, FL, US
Employees
13
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10 roles

Jack Gunn, Cfp® work experience

A career timeline built from the work history available for this profile.

Vice President & Advisor To The Board

Current
Vel
Feb 2024 - Present

Chief Financial Officer

Vel

United States

Aug 2022 - Feb 2024

Coo

Vel

Fernandina Beach, Florida, United States

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Aug 2020 - Aug 2022

Financial Advisor

Ubs

Philadelphia, Pennsylvania, United States

Jun 2001 - Aug 2004

Financial Advisor

Princeton Equity Partners

Princeton, New Jersey, United States

Jun 2000 - Jun 2001

Registered Representative

Philadelphia, Pennsylvania, United States

May 1999 - Jun 2000
Team & coworkers

Colleagues at Ullmann Wealth Partners

Other employees you can reach at ullmannbrown.com. View company contacts for 13 employees →

1 education record

Jack Gunn, Cfp® education

FAQ

Frequently asked questions about Jack Gunn, Cfp®

Quick answers generated from the profile data available on this page.

What company does Jack Gunn, Cfp® work for?

Jack Gunn, Cfp® works for Ullmann Wealth Partners.

What is Jack Gunn, Cfp®'s role at Ullmann Wealth Partners?

Jack Gunn, Cfp® is listed as Director and Wealth Manager at Ullmann Wealth Partners.

Where is Jack Gunn, Cfp® based?

Jack Gunn, Cfp® is based in Fernandina Beach, Florida, United States while working with Ullmann Wealth Partners.

What companies has Jack Gunn, Cfp® worked for?

Jack Gunn, Cfp® has worked for Ullmann Wealth Partners, Vel, Veritable, Lp, Ubs, and Princeton Equity Partners.

Who are Jack Gunn, Cfp®'s colleagues at Ullmann Wealth Partners?

Jack Gunn, Cfp®'s colleagues at Ullmann Wealth Partners include Eric Burke, Crpc®, Barbara Thayer, Beth Caudell, Glenn Ullmann, and Carol Ackis.

How can I contact Jack Gunn, Cfp®?

You can use AeroLeads to view verified contact signals for Jack Gunn, Cfp® at Ullmann Wealth Partners, including work email, phone, and LinkedIn data when available.

What schools did Jack Gunn, Cfp® attend?

Jack Gunn, Cfp® holds Bachelor Of Science - Bs, Business Administration from Penn State University.

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