Heather N. Atkins

JOHNSON BRUNETTI

Wethersfield, CT 06109

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CRD#: 6587673

Professional summary

Heather Nicole Atkins, CFP® is a registered financial advisor currently at JOHNSON BRUNETTI located in Wethersfield, Connecticut.

Heather is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Heather has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 07/2019. 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 Heather Nicole Atkins'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®

CFP^®

Certified Financial Planner

Start date: 2019

Experience

Current

August 8, 2019 - Present

JOHNSON BRUNETTI

Office #1: 100 Great Meadow Road Suite 502, Wethersfield, CT 06109

RIA

CRD#: 171168

Wethersfield, CT

Past

November 25, 2015 - July 30, 2019

LIBERTAS WEALTH MANAGEMENT GROUP, INC.

RIA

CRD#: 157769

COLUMBUS, OH

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
(8/9/2019)

IAR

Massachusetts
(8/8/2019)

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: 11/18/2015

Uniform Investment Adviser Law 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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Heather N. Atkins

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Heather Nicole Atkins's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOHNSON BRUNETTI

LIBERTAS WEALTH MANAGEMENT GROUP, INC.

Primary Firm SEC Registration

JOHNSON BRUNETTI

State Registrations and Notice Filings

Exams

Series 65

Date: 11/18/2015

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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