Eric
Hogarth

Johnson Brunetti

CRD#4799191
Investment Advisor
in Wethersfield, CT

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About this Advisor

Eric Hogarth is a financial advisor based in Wethersfield, Connecticut, working with Johnson Brunetti. Eric has previously held positions at Silver Oak Securities, Inc, Jb Capital LLC, Financial Retirement Solutions LLC, American Securities Insurance Company, Jb Capital, LLC, and Jn Financial LLC. Eric has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut, Georgia, and Massachusetts. Currently, Eric 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 high-net-worth clients. 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 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

Eric Hogarth Work History

2018 - Present (6 years)

Jn Financial LLC

2018 - Present (6 years)

Jn Financial LLC

2014 - Present (10 years)

Jb Capital LLC

2014 - Present (10 years)

Jb Capital, LLC

2007 - Present (17 years)

Financial Retirement Solutions LLC

2013 - 2022 (9 years)

American Securities Insurance Company

2007 - 2017 (10 years)

Silver Oak Securities, Inc

2007 - 2017 (10 years)

Financial Retirement Solutions LLC

Disclosures

Please visit the SEC profile of Eric Hogarth 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

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