Joel JohnsonCRD Number: 1941908
Current Firm: Johnson Brunetti
Joel Johnson (CRD# 1941908) is an Investment Advisor Representative working at Johnson Brunetti in Wethersfield, CT and has over 20 years of experience in the finance industry. Joel Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Barron Financial Group, LLP
Springboard Asset Management LLC
|Cox Point Plantation Investors, LLC||Atlanta, GA||Dec 2015 - Current||1|
|Jb Capital LLC||Wethersfield, CT||Apr 2014 - Current||2|
|Silver Oak Securities Incorporated||Wethersfield, CT||Dec 2006 - Current||10|
|Financial Retirement Solutions LLC||Wethersfield, CA||Oct 2005 - Current||11|
|Ing Financial Partners||Wethersfield, CT||May 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1996|
|S65||NASAA Investment Advisors Law Examination||Jan 2004|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
- Customer Dispute
- Regulatory Event
Total Assets Under Management226MILLIONS
Total Number of Accounts2,632ACCOUNTS
Average Account Value$85,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, FL, MA, NC, NH, NY, PA, SC, TX
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