John T Branstrom

Current Employers

Employment History

• 03/1996 → 01/2022
  Mml Investors Services, Inc.
  Morganton, NC
• 03/1996 → 01/2022
  Massmutual Life Insurance Co
  Morganton, NC
• 01/2022 → 01/2024
  Woodbury Financial Services Inc
  Morganton, NC
• 01/2024 → Present
  Osaic Wealth, Inc.
  Morganton, NC

Previous Registrations

• 2022-01-03 → 2024-01-19
  Woodbury Financial Services, Inc.
  Charlotte, NC
  Moganton, NC
  Morganton, NC
• 2000-12-31 → 2022-01-05
  Mml Investors Services, Llc
  Morganton, NC
  Morganton, NC

Other Businesses

1. NAME: J BRANSTROM AND ASSOCIATES INV REL: Y ADD: 225 WEST UNION STREET MORGANTON, NC 28655 NATURE: LIFE, HEALTH, GROUP LIFE/HEALTH POSITION: AGENT START DATE: 1974 NO HRS/MO: 10 NO HRS/MO TRAD TIME: 9 2. GCG WEALTH MANAGEMENT POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 01/03/2022 ADDRESS: 1415 Vantage Park Drive, Suite 250, Charlotte NC 28203, United States DESCRIPTION: Work with clients with their investing. 3. J BRANSTROM & ASSOCIATES, INC POSITION: Agent NATURE: Trails for group & health business INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/10/1996 ADDRESS: 225 West Union Street, Morganton NC 28655, United States DESCRIPTION: As initial writing agent, clients occasionally call with questions about coverage. 4. JOHN T BRANSTROM-INSURANCE POSITION: Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 07/01/1973 ADDRESS: 225 West Union Street, Morganton NC 28655, United States DESCRIPTION: Changing beneficiaries, Servicing death claims, Advising on life insurance, disability, and LTC 5. JOHN BRANSTROM - REAL ESTATE POSITION: owner NATURE: Sole Proprietor INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 225 West Union Street, Morganton NC 28655, United States DESCRIPTION: I rent my office building(first floor) to GCGWM. 6. BRANSTROM FAMILY GST IRREV TRUST FBO WILLIAM J BRANSTROM,III POSITION: Trustee NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/01/1993 ADDRESS: 225 West Union Street, Morganton NC 28655, United States DESCRIPTION: I was the agent on my brother's life insurance owned and payable to the Trust. I receive updates from Bessemer Trust that handles the portfolio of investments(no input or comp).

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-29
• S63 Uniform Securities Agent State Law Examination
  1982-10-04

Designations

Other Names

• John Timothy Branstrom
• John Timothy Branstrom