Alex
Hubbard

Johnson Brunetti

CRD#6747946
Investment Advisor
in Wethersfield, CT

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About this Advisor

Alex Hubbard is a financial advisor based in Wethersfield, Connecticut, working with Johnson Brunetti. Alex has previously held positions at Keybank, Wells Fargo Bank, Good Samaritan Home Care Solutions LLC, Key Investment Services LLC, Financial Retirement Solutions LLC, Jb Capital, LLC, Jn Financial LLC, and Financial Retirement Solutions LLC (D/B/A Johnson Brunetti). Alex has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Connecticut, Georgia, and Massachusetts. Currently, Alex is part of Johnson Brunetti, which operates out of Wethersfield, Connecticut. The firm has 10 offices and 50 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Johnson Brunetti includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

100 Great Meadow Road Suite 502
Wethersfield, CT 06109

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Johnson Brunetti Brokerage Details

Total Assets Under Management

$1,583,258,881

CT Average: $5,297,377,271
Total Number of Employees

50

CT Average: 35
Total Number of Accounts

11,635

CT Average: 690
Average Account Size

$136,077

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Alex Hubbard Work History

2018 - Present (6 years)

Jn Financial LLC

2017 - Present (7 years)

Financial Retirement Solutions LLC

2017 - Present (7 years)

Jb Capital, LLC

2018 - 2018 (< 1 year)

Financial Retirement Solutions LLC (D/B/A Johnson Brunetti)

2017 - 2017 (< 1 year)

Key Investment Services LLC

2016 - 2017 (1 year)

Keybank

2015 - 2016 (1 year)

Wells Fargo Bank

2012 - 2015 (3 years)

Good Samaritan Home Care Solutions LLC

Disclosures

Please visit the SEC profile of Alex Hubbard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Johnson Brunetti

Matthew Scott
Wethersfield, CT
Brett Larocque
Wethersfield, CT
Ian Fergusson
Wethersfield, CT
Maxwell Miller
Needham, MA
John Breard
Atlanta, GA
Alex Hubbard
Wethersfield, CT
Heather Atkins
Wethersfield, CT
Matthew Pastor
Wethersfield, CT

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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