John
Breard

Johnson Brunetti

CRD#6251966
Investment Advisor
in Atlanta, GA

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About this Advisor

John Breard is a financial advisor based in Atlanta, Georgia, working with Johnson Brunetti. John has previously held positions at Valic Financial Advisors, Inc and Jb Capital, LLC. John has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Georgia. Currently, John is part of Johnson Brunetti, which operates out of Atlanta, Georgia. 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 66, 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

3301 Windy Ridge Pkwy Se Suite 105
Atlanta, GA 30339

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Johnson Brunetti Brokerage Details

Total Assets Under Management

$1,583,258,881

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

50

GA Average: 35
Total Number of Accounts

11,635

GA Average: 690
Average Account Size

$136,077

GA 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

John Breard Work History

2022 - Present (2 years)

Jb Capital, LLC

2013 - 2022 (9 years)

Valic Financial Advisors, Inc

Disclosures

Please visit the SEC profile of John Breard 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
Heath Grossman
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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