Heath G Grossman
Investment adviser representative at Johnson Brunetti
14 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$2.8BFirm assets
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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
14 years in the industry.
- Jn Financial LLCJan 2018 to now
- Johnson BrunettiJun 2014 to now
- Jb Capital LLCApr 2014 to now
- Financial Retirement Solutions LLCMay 2012 to now
- Silver Oak Securities, Inc.Jul 2012 to Apr 2017
- Financial Retirement Solutions LLC (doing Business As "johnson BMay 2012 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 4 states (CT, GA, MA, TX).
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
- 4018002
- Firm CRD
- 171168