Brett Corsello
Investment adviser representative at Juno Financial Group LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$541.9MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Juno Financial Group LLCJun 2025 to now
- Kestra Advisory Services, LLCJan 2022 to Jun 2025
- Kestra Investment Services, LLC.Jul 2021 to Jun 2025
- Ejf CapitalJul 2017 to Jul 2021
- Fannie MaeAug 2013 to Jul 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
Juno Financial Group LLC
$541.9MAssets managed
321Clients
6Advisers
1 yearIn 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
- 7418316
- Firm CRD
- 336362