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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 JGUA recommends securities based on fundamental and technical analysis methods. The firm uses an inherent value technique including the evaluation of financial position, product and market factors, and management to identify undervalued securities. Their approach combines a strategic asset allocation, including preferred investment sectors, with substantially individual security selection. Value Based analyses are emphasized for most equity security decisions. | Portfolio Manager-Equities | - |
Training of James D. Epp
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
3
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Regent University
 Regent University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
John G. Ullman & Associates, Inc.
John G. Ullman & Associates, Inc. Investment ManagersFinance JGUA recommends securities based on fundamental and technical analysis methods. The firm uses an inherent value technique including the evaluation of financial position, product and market factors, and management to identify undervalued securities. Their approach combines a strategic asset allocation, including preferred investment sectors, with substantially individual security selection. Value Based analyses are emphasized for most equity security decisions. | Finance |
Roberts Wesleyan College
 Roberts Wesleyan College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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