Needham, MA First Avenue Office

JB Capital (Johnson Brunetti) provides discretionary asset management, written financial planning and as‑needed consulting, and referrals to third‑party money managers for individuals (including high‑net‑worth clients), corporations, pension plans and trusts. The multi‑adviser firm manages roughly $2.78 billion in client assets and also offers educational seminars and modular planning engagements.

The firm’s portfolio advice is grounded in fundamental analysis and implemented through long‑ and short‑term purchases tailored to clients’ financial situations and risk tolerances, with advisory fees charged as a percentage of assets under management and deducted from custody accounts. JB Capital employs third‑party support for model portfolios and back‑office functions (e.g., Focus Point Solutions) and generally requires custody at a major institutional custodian while exercising trading discretion for managed accounts.

Notably, JB Capital solicits client testimonials and public reviews through an Ambassador Program that donates $50 to charity for each client introduction and invites participants to year‑end events. The brochure also discloses potential conflicts of interest: several representatives sell insurance through an affiliated agency and a firm owner holds a minority interest in a recommended third‑party manager that provides additional marketing/servicing payments, which the firm identifies as creating incentives when recommending those services.