John Michael Poitras

Employer firm

William Joseph Capital Management, Inc. CRD 226535

$694M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2022 → Present
  Wilbraham And Manson Academy
  Wilbraham, MA
• 10/2021 → 01/2022
  East Lyme Public Schools
  East Lyme, CT
• 08/2016 → 12/2019
  Springfield College
  Springfield, MA
• 01/2020 → 12/2021
  Americorps
  Springfield, MA
• 04/2024 → Present
  Integrity Marketing/Stateline Senior Services
  Somers, CT

Other Businesses

Integrity Marketing/Stateline Senior Services, not investment-related, Somers, CT. Insurance Sales. Started April 2024. 400 hours per month during business hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-18