Heather Nicole Atkins
Investment adviser representative at Johnson Brunetti
12 yearsExperience
2 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
12 years in the industry.
- Johnson BrunettiAug 2019 to now
- Jb Capital, LLCJul 2019 to now
- Jn FinancialJul 2019 to now
- Libertas Wealth Management GroupAug 2014 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6587673
- Firm CRD
- 171168