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John Marlin Breard

Johnson Brunetti

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About John Marlin Breard

John Marlin Breard is a financial advisor who has been working in the financial industry since November 2013. John is registered with Johnson Brunetti, Alera Investment Advisors, LLC and Arista Consulting Group. John has Series 66, Series 7 and SIE exams. John is a Certified Financial Planner. John works with individuals, high-net-worth individuals, and businesses. John can provide financial planning, education seminars and selection of other advisors.

Firm Information

John Breard 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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John Breard’s Registration & Firm History

GA

09/01/2022 - Present

Johnson Brunetti (Atlanta GA)

GA

11/04/2014 - 09/19/2022

VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)

GA

11/02/2013 - 10/16/2014

VALIC FINANCIAL ADVISORS, INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/02/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Marlin Breard.
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