Jennifer Killilea is a registered investment advisor at Johnson Brunetti, based in Wethersfield, CT, with 22 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 6,044 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Amounts over $5 million are negotiable. For accounts held directly at American Funds, the annual rate is 0.5%.
Fee Estimator
Location
100 Great Meadow Road, Suite 502, Wethersfield, CT, 06109
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jennifer sells life insurance and fixed annuities through an affiliated insurance company, JN Financial, since October 2023. This activity, which is commission-based and not investment-related, takes about half of Jennifer's time.
Employment History
Current Registrations
Johnson Brunetti
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Cnl Securities CORP.Broker
Putnam Retail Management, INC.Broker
Tcc Securities CorporationBroker
American Finance Group Securities CORP.Broker
MML Investors Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.