Skip to content

Joel Mark Johnson

Investment adviser representative at Johnson Brunetti
21 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets

Are you Joel Mark Johnson? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

21 years in the industry.

  1. Jn Financial LLCJan 2018 to now
  2. Johnson BrunettiJun 2014 to now
  3. Jb Capital LLCApr 2014 to now
  4. Financial Retirement Solutions LLCOct 2005 to now
  5. Silver Oak Securities IncorporatedDec 2006 to Apr 2017
  6. Financial Retirement Solutions LLC (dba "johnson Brunetti"Nov 2005 to Dec 2017

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996
  • Series 65 · Uniform Investment Adviser Law2004

State registrations

Registered as an investment adviser representative in 3 states (CT, GA, MA).

Johnson Brunetti

Legal name: Jb Capital LLC

$2.8BAssets managed
6,044Clients
26Advisers
12 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1941908
Firm CRD
171168
Advisor's SEC record (opens in a new tab)
CallContact this firm