We are now stuck with non publicly traded REITS that are VERY difficult to sell, and even if we can; we will incur a LARGE loss. Johnson Brunetti currently serves clients in the following states: AZ, CA, CO, CT, DE, FL, GA, IL, KY, LA, ME, MA, NE, NH, NJ, NM, NY, NC, OH, PA, RI, SC, TN, TX, VT, VA. The allegations in the complaint are directed against the financial advisor's former employer and there are no allegations in the complaint that are directed against the financial . Simply click on a workshop below or check the Seminars Schedule link to see all available dates and times. 33 Years of Experience . Firm is affiliated with an insurance company or agent who may be motivated to insure clients with products that generate high sales commissions when lower cost alternatives may exist. Founded in 2003, Johnson Brunetti has been a registered investment advisor since 2014. Dec 1, 2021 johnsonbrunetti.com What does this mean and why is this important? Lamentamos pelo inconveniente. Please help us protect Glassdoor by verifying that you're a The reviews & complaints posted about JOHNSON BRUNETTI was submitted by a member or guest on this website. In total, Johnson Brunetti manages $1.1 billion in assets. JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. compensation-related conflicts of interest, Types of Financial Advisors and How to Choose, What's a Fiduciary (and Why It Matters So Much). Learn more about Birdeye. to let us know you're having trouble. What does this mean and why is it important? The other side of that discussion is seeing how the rest of the market performed compared to your portfolio. In the past ten years, firm or an advisory affiliate has been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a felony. Today, we will discuss financial spring cleaning and the importance of organizing your finances and important documents. Client types are by firm, and represent a percentage of assets under management. Our workshops provide an opportunity for you to get financial and retirement planning information and solutions at no cost to you - in a relaxed environment. It looks like nothing was found at this location. Our advisor always made us feel he had our best interests at heart and explained things so we could understand them., Working with Johnson Brunetti has had a positive impact on my lifeby providing me with the knowledge, confidence, and peace of mind to move forward with my retirement plans. Theres so much to what we do with the comprehensive approach, which is where youll truly find the value. Questions to ask If you choose to do business with this business, please let the business know that you contacted BBB for a BBB Business Profile. Nous sommes dsols pour la gne occasionne. This arrangement creates a conflict where the firm and its representatives may be motivated to insure clients with products, including annuities and life insurance, that generate high sales commissions when lower-cost alternatives may exist. Timothys TavernePlainville CT, Saturday 6:00AM 7:00AM | Sunday 7:30AM 8:00AM, 100 Great Meadow RoadSuite 502Wethersfield, CT 06109, 197 First AvenueSuite 320Needham, MA 02494, 120 Longwater Drive The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as "Approved", with a registration date of . Jeanne P. is a client of Johnson Brunetti and received no compensation for her statement. Founded in 2003 . Caso continue recebendo esta mensagem,