Heath G Grossman

Employer firm

Johnson Brunetti CRD 171168

$2.78B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2012 → Present
  Financial Retirement Solutions Llc
  Simsbury, CT
• 07/2012 → 04/2017
  Silver Oak Securities, Inc.
  Wethersfield, CT
• 04/2014 → Present
  Jb Capital Llc
  Wethersfield, CT
• 05/2012 → 12/2017
  Financial Retirement Solutions Llc (Doing Business As "Johnson B
  Wethersfield, CT
• 01/2018 → Present
  Jn Financial Llc
  Wethersfield, CT

Previous Registrations

• 2012-11-16 → 2014-06-02
  Silver Oak Securities, Incorporated
  Wethersfield, CT
  New Haven, CT
  Old Saybrook, CT
  Avon, CT
  Cheshire, CT
  Fairfield, CT

Other Businesses

1. JOHNSON BRUNETTI (DBA) INSURANCE SERVICES. SALE OF LIFE AND HEALTH INSURANCE AND LONG TERM CARE AND FIXED ANNUITIES. PART TIME. COMMISSION BASED. NOT INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2000-02-17

Designations

• Certified Financial Planner

Other Names

• Heath Geoffrey Grossman