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BC

Brett Corsello

JUNO FINANCIAL GROUP LLC
RICHMOND, VA 23226
Some features on this profile are disabled
CRD#: 7418316
BC

Professional summary

Brett Corsello is a registered financial advisor currently at JUNO FINANCIAL GROUP LLC located in Richmond, Virginia.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brett has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

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.
Business Name: COMMONWEALTH COMMUNITY TRUST BOARD OF DIRECTORS POSITION: Board Member NATURE: Legal/Attorney/Trustee/Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/10/2024 ADDRESS: PO Box 29408, Richmond VA 23242, United States DESCRIPTION: Will serve on finance committee which oversees the budget process and provides oversight of the third party investment manager

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Corsello'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

June 22, 2025 - Present

JUNO FINANCIAL GROUP LLC

Office #1: 1802 Bayberry Court Suite 203, Richmond, VA 23226
RIA
CRD#: 336362
RICHMOND, VA
Past

January 25, 2022 - June 16, 2025

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
RICHMOND, VA
Past

December 15, 2021 - June 16, 2025

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Richmond, VA

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
Virginia
(6/22/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/18/2022
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/19/2021
Securities Industry Essentials Examination

Current Firm

JF
JUNO FINANCIAL GROUP LLC
JUNO FINANCIAL GROUP LLC

CRD#: 336362 / SEC#: 801-132999

RIA
Registered Investment Advisory firm - (6/13/2025 120-Day Approval)
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Contact information

Main Address
1802 Bayberry Court Suite 203, Richmond, VA 23226
Mailing Address
Phone number
(804) 500-6464
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (8 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

JUNO FINANCIAL GROUP LLC - FORM ADV 2A (9/29/2025)

Regulatory assets under management

Total Number of Accounts640
AUM (Assets Under Management)$ 521,479,651

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.

Company Information

JUNO FINANCIAL GROUP LLC

CRD#: 336362Richmond, VA 23226

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