Joel Johnson, financial advisor Wethersfield CT
41 score

Joel Johnson

CRD 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 19 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.

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Professional Designations
Company Name Location Dates Years
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 9
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Joel M. Johnson
Phone Number: 860-372-4800
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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