John Poitras has been an investment adviser representative at William Joseph Capital Management since April 2024, and is not listed among the firm’s executive officers or direct owners.
William Joseph Capital Management, Inc. is a Bristol, CT firm with $694M under management, 1,879 clients and 27 advisers across 28 offices, as of its March 2026 filing.
Johnny Poitras is Investment Advisor Representative at William Joseph Capital Management, based in Somers, CT, and works with clients through Stateline Senior Services. Before entering financial services, he spent years as a school counselor and coached multiple high school sports. He focuses on building comprehensive plans for different market environments for clients navigating the retirement transition.
- – present · 2 yearsSomers, CT · Adviser representative · Firm CRD 226535
Investment adviser representative registrations
John Poitras is registered as an investment adviser representative in Connecticut, since April 2024.
- ConnecticutSince 29 April 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 April 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Michael Poitras
- CRD
- 7909604
- Firm
- William Joseph Capital Management · CRD 226535
- Office
- 48 South Road, Unit 2, Somers, CT 06071
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- williamjosephcapital.com
Where does John Poitras work?
John Poitras is an investment adviser representative registered through William Joseph Capital Management, Inc. since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is John Poitras a financial advisor?
Yes. John Poitras has a current investment-adviser registration in Connecticut, through William Joseph Capital Management since April 2024.
How many years of experience does John Poitras have?
John Poitras has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has John Poitras passed?
John Poitras passed the Series 65 in April 2024.
Where is John Poitras based?
John Poitras’ registered office is in Somers, CT.
Is John Poitras registered with FINRA?
No. John Poitras has no current broker registration.
How can I verify John Poitras’ record?
Search CRD 7909604 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Poitras’ full registration record.
