Joel
Johnson
Johnson Brunetti
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About this Advisor
Joel Johnson is a certified financial planner based out of Wethersfield, Connecticut with 9 years of relevant experience. Johnson is on the advisory team at Johnson Brunetti. Over the course of their career, they have held roles at Financial Retirement Solutions LLC, Jb Capital LLC, Silver Oak Securities Inc, Jn Financial LLC and Financial Retirement Solutions LLC (Dba "Johnson Brunetti". Johnson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut, Georgia and Massachusetts. Johnson Brunetti is an advisory company that has its headquarters in Wethersfield, CT. It has offices in nine locations and a total of 42 financial advisors. It has $1 billion in total assets among its 10,407 accounts, making it one of the bigger firms in the nation by assets under management. Of its 10,407 customer accounts, just 3% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business has a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management are based on which services the firm provides the client. Fee types billed by Johnson Brunetti can consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Johnson Brunetti Brokerage Details
$1,183,289,377
42
10,407
$113,701
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Joel Johnson Work History
Joel has been registered as a financial advisor for 9 years.*
Jn Financial LLC
Jb Capital LLC
Financial Retirement Solutions LLC
Silver Oak Securities Inc
Financial Retirement Solutions LLC (Dba "Johnson Brunetti"
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joel Johnson 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
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
Wethersfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
