| Advisor Profile |
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| Name: |
Aaron Johnson |
| Phone Number: |
(860) 956-5782 |
| Website: |
Visit Website
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Business Description |
| At J. Capital Advisors we believe that Wealth Management is a synergystic pairing of Investment Management and comprehensive Financial Planning. We do not separate the two because we believe that investment decisions can only be made properly in the context of your specific goals. The result is completely objective and customized advice - because everything we do is driven by your individual financial goals and objectives. |
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General Information |
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| Years of Experience in Financial Services: |
7
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Services |
| Investment Types: |
Stocks Mutual Funds, Bonds, Stocks, Annuities, International Investments, Bond Mutual Funds, Options, Real Estate, Alternative Investments
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
Insurance License (Life & Health; Long Term Care; Specify below), Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Series 7, Accredited Asset Management Specialist, Series 65, Securities Investor Protection Corporation, Series 6
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Firm Information |
| Number of Advisors in Office: |
Up to 10 employees
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| Assets Managed by Firm: |
Yes
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Compensation & Fees |
| Fee % Based on Assets: |
1.25
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| Prepared By: |
Aaron Johnson |
Frequently Asked Questions |
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