Joshua Benjamin Gottfried

Current Employers

Employment History

• 02/1999 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/1999 → Present
  Teachers Retirement Planning Services, Llc
  Glastonbury, CT

Other Businesses

1. Fixed Insurance Sales; as of 01/01/2012, Less than 5% of time spent during business hours, Conducted at branch location; Investment related. 2. Member and Co-Owner, Gottfried & Somberg Wealth Management, LLC, a private entity created as an operating company for securities, advisory, and insurance business as well as offering tax preparation services; as of 01/01/2017, Less than 5% of time spent during business hours, Conducted at branch location; Investment related. 3. Member and Co-Owner, Teacher Retirement Planning Services, LLC, a private entity created as an operating company for securities and investment advisory business; as of 01/01/2016, 0% of time spent during business hours, Conducted at branch location; Investment related. 4. Owner, JBG CFP, LLC, a private entity created as an operating company for investment advisory business; as of 07/01/2016, 80% of time spent during business hours, Conducted at branch location; Investment related. 5. Member and Co-Owner, 340 Hebron Avenue, LLC, private entity created for the purpose of owning and managing an office property located in Glastonbury, CT; as of 08/20/2012, 0% of time spent during business hours, Conducted at branch location; Investment related. 6. Co-Owner, DMEDA, Group, LLC, a family-owned private entity established to own real estate and private investments; as of 12/01/2016, 0% of time spent during business hours, Not conducted at branch location; Investment related. 7. Co-owner, GSWM Tax LLC; entity providing tax preparation services; as of 11/26/2025; 10% of time spent during business hours; Conducted at branch location; Not Investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-05-20
• S63 Uniform Securities Agent State Law Examination
  1999-02-16

Designations