Jacob O. Doser
Professional summary
Jacob Oliver Doser is a registered financial advisor currently at JOHNSON BRUNETTI located in Wethersfield, Connecticut.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jacob has worked at 2 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Oliver Doser's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 19, 2021 - Present
JOHNSON BRUNETTI
Office #1: 100 Great Meadow Road Suite 502, Wethersfield, CT 06109April 12, 2019 - June 18, 2021
KEY INVESTMENT SERVICES LLC
Primary Firm SEC Registration
JOHNSON BRUNETTI
CRD#: 171168 / SEC#: 801-79713
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/19/2021)
Exams
Series 7TO
Date: 3/23/2021
General Securities Representative ExaminationSeries 6TO
Date: 4/12/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
JOHNSON BRUNETTI
CRD#: 171168 / SEC#: 801-79713
Contact information
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,863 |
| AUM (Assets Under Management) | $ 2,105,849,981 |
Red Flags
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