Josh Eric Altman

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

• 06/2017 → 11/2022
  Td Ameritrade, Inc.
  Burlington, MA
• 05/2015 → 05/2017
  Springfield College Ofiice Of Conferences And Special Events
  Springfield, MA
• 09/2015 → 12/2016
  Springfield College Athletic Department
  Springfield, MA
• 03/2023 → 08/2024
  Td Ameritrade Investment Management, Llc
  Burlington, MA
• 10/2020 → 10/2023
  Charles Schwab & Co., Inc.
  Burlington, MA
• 07/2022 → 11/2022
  Charles Schwab Bank, Ssb
  Burlington, MA
• 11/2022 → 07/2023
  Commonwealth Financial Network
  Waltham, MA
• 08/2023 → 07/2024
  Lpl Financial Llc
  Marlborough, MA
• 08/2023 → 07/2024
  Digital Federal Credit Union
  Marlborough, MA
• 10/2022 → 06/2023
  Blanchette Financial
  Newburyport, MA
• 08/2024 → Present
  Johnson Brunetti
  Needham, MA
• 08/2024 → Present
  Jb Capital Llc
  Wethersfield, CT

Previous Registrations

• 2023-09-07 → 2024-07-30
  Lpl Financial Llc
  Waltham, MA
  Marlborough, MA
  Burlington, MA
  Chelmsford, MA
  Burlington, MA
• 2022-11-02 → 2023-07-06
  Commonwealth Financial Network
  Newburyport, MA
• 2022-01-27 → 2022-11-03
  Charles Schwab & Co., Inc.
  Burlington, MA
• 2017-08-18 → 2022-11-03
  Td Ameritrade Investment Management, Llc
  Burlington, MA
  San Diego, CA
  Burlington, MA
  Burlington, MA
• 2017-08-18 → 2022-10-14
  Td Ameritrade, Inc.
  San Diego, CA
  Burlington, MA

Other Businesses

Started 8/2024. Sale of life insurance and fixed annuities through affiliated insurance company, JN Financial, 100 Great Meadow Road, Wethersfield, CT 06109. Insurance agent. Approximately 80 hours per month during securities trading hours. Not investment related. Sales are commission based.

Exams

• S66 Uniform Combined State Law Examination
  2017-08-17

Other Names

• Josh Altman