Jennifer A. Killilea

JOHNSON BRUNETTI

Needham, MA 02494

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CRD#: 1852910

Professional summary

Jennifer Ann Killilea, who also goes by Jennifer A. Sweeney, Killilea Sweeney, is a registered financial advisor currently at JOHNSON BRUNETTI located in Needham, Massachusetts.

Jennifer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jennifer has worked at 10 firms and has passed the Series 65, Series 66, Series 63, SIE, Series 7, Series 6 and Series 22 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jennifer A. Sweeney | Killilea Sweeney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Started 10/2023. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Killilea's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 27, 2023 - Present

JOHNSON BRUNETTI

Office #1: 197 First Avenue Suite 250, Needham, MA 02494

RIA

CRD#: 171168

Needham, MA

Past

March 20, 2017 - June 26, 2017

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

Needham, MA

Past

December 13, 2016 - June 26, 2017

SECURITIES AMERICA, INC.

CRD#: 10205

NEEDHAM, MA

Past

September 19, 2003 - February 16, 2015

CNL SECURITIES CORP.

CRD#: 10356

ORLANDO, FL

Past

May 28, 1997 - July 17, 2000

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

CRD#: 7325

BOSTON, MA

Past

March 14, 1995 - January 17, 1997

TCC SECURITIES CORPORATION

CRD#: 20842

SAN FRANCISCO, CA

Past

November 10, 1993 - February 10, 1995

AMERICAN FINANCE GROUP SECURITIES CORP.

CRD#: 16233

BOSTON, MA

Past

August 28, 1989 - April 18, 1990

MML INVESTORS SERVICES, LLC

CRD#: 10409

SPRINGFIELD, MA

Past

July 21, 1988 - August 17, 1989

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

CRD#: 5181

BOSTON, MA

Past

July 21, 1988 - August 17, 1989

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOHNSON BRUNETTI

ALERA GROUP WEALTH SERVICES | JOHNSON BRUNETTI | JB CAPITAL LLC

CRD#: 171168 / SEC#: 801-79713

RIA

Registered Investment Advisory firm - (5/9/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Connecticut
(9/27/2023)

IAR

Massachusetts
(9/27/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/7/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 2/27/2017

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/9/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/26/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/2003

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/23/1997

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 22

Date: 11/9/1993

Direct Participation Programs Representative Examination

Current Firm

JOHNSON BRUNETTI

ALERA GROUP WEALTH SERVICES | JOHNSON BRUNETTI | JB CAPITAL LLC

CRD#: 171168 / SEC#: 801-79713

RIA

Registered Investment Advisory firm - (5/9/2014 Approved)

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Contact information

Main Address

100 Great Meadow Road Suite 502, Wethersfield, CT 06109

Mailing Address

Phone number

(860) 372-4800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (29 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - JB CAPITAL_05.27.2025 (5/28/2025)

FORM ADV PART 2A - JB CAPITAL_02.19.2025 (5/28/2025)

Regulatory assets under management

Total Number of Accounts	12,863
AUM (Assets Under Management)	$ 2,105,849,981

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jennifer A. Killilea

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Ann Killilea's CRS (Customer Relationship Summary).

Certified licenses

Experience

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

CNL SECURITIES CORP.

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP

TCC SECURITIES CORPORATION

AMERICAN FINANCE GROUP SECURITIES CORP.

MML INVESTORS SERVICES, LLC

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

JOHNSON BRUNETTI

State Registrations and Notice Filings

Exams

Series 65

Date: 9/7/2023

Series 66

Date: 2/27/2017

Series 63

Date: 1/9/2004

SIE

Date: 6/26/2017

Series 7

Date: 9/18/2003

Series 6

Date: 5/23/1997

Series 22

Date: 11/9/1993

Current Firm

JOHNSON BRUNETTI

Contact information

SEC notice filing (29 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JOHNSON BRUNETTI

TRUST BUT VERIFY

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