Jacob “Jake” Doser joined the Johnson Brunetti team in 2021 as a Financial Advisor. He has worked in the financial services industry since 2017. Jake enjoys working with his clients to help them transition into retirement. He takes great pride at being able to help people develop the confidence and help guide them to a financially independent retirement. Jake holds his series 7 and 66 licenses and is certified to sell Long-Term Care insurance approved by the Connecticut Partnership for Long-Term Care. He also holds his Life & Health Insurance licenses. Jake is currently pursuing his master’s degree in Organizational Leadership.
When he is not spending quality time with his family he can be found teaching an adult Bible class, as he is a former pastor. Most of all Jake enjoys spending time with his wife Jenny, their son Adam and their cat Kevin.
“Company culture of “serve first” as evident in client relationships, community service, and collaborative colleague environment.”
Investment Advisory Services offered through JB Capital, LLC.
Insurance Products offered through JN Financial, LLC.
Atlanta • Boston • Hartford | Tel: 800-208-7233
JB Capital LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
Johnson Brunetti is a sponsor of WFSB Better Money, WCVB Better Money Boston, WSB-TV Better Money Atlanta, WTNH Money Wisdom, and WTIC Money Wisdom.