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Jacob Oliver Doser

Johnson Brunetti

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About Jacob Oliver Doser

Jacob Oliver Doser is a financial advisor at Johnson Brunetti, where has been working since July 2021. Previously, Jacob was a financial advisor at Key Investment Services LLC. Jacob has been in the securities industry since April 2019. Jacob holds the Series 63, 66 and 7 licenses. Jacob provides financial planning and portfolio management services for individuals. Jacob is also an insurance agent with JN Financial LLC, an affiliated insurance company. Jacob's specializations include: Portfolio Management, Financial Planning, Retirement Planning, and Education Planning.

Firm Information

Jacob Doser is currently registered with Johnson Brunetti. Johnson Brunetti is a financial advisory firm based in Wethersfield, CT. They specialize in financial planning and portfolio management for individuals and businesses. With over 22 licensed agents and 24 investment adviser representatives, they manage over $2.1 billion in assets. They offer educational seminars and work with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.
Johnson Brunetti

100 GREAT MEADOW ROAD

WETHERSFIELD, CT 06109

$2.11B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Referral fees from third-party money managers

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Jacob Doser’s Registration & Firm History

CT

07/19/2021 - Present

Johnson Brunetti (WETHERSFIELD CT)

CT

04/12/2019 - 06/18/2021

KEY INVESTMENT SERVICES LLC (GLASTONBURY CT)

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Licenses & Designations

BOTH

Issued 05/04/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/30/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/12/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jacob Oliver Doser.
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