JB
CFP
JB
CFP

John Bonatakis

42 Years of Experience
Springfield, MA
Broker

John Bonatakis is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Springfield, MA, with 42 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1500 Main Street, Suite 1700, Springfield, MA, 01115

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2020 - Present · 6 yrs 6 mos
Raymond James & Associates, INC.
February 2009 - Present · 17 yrs 5 mos
Raymond James & Associates, INC.Broker
February 2009 - Present · 17 yrs 5 mos
Previous Registrations
Morgan Stanley & CO. IncorporatedBroker
April 2007 - February 2009 · 1 yr 10 mos
Morgan Stanley Dw INC.Broker
January 1995 - April 2007 · 12 yrs 3 mos
Painewebber IncorporatedBroker
January 1988 - February 1995 · 7 yrs 1 mo
North American Investment CORP.Broker
May 1986 - January 1988 · 1 yr 8 mos
Moseley, Hallgarten, Estabrook & Weeden, INC.Broker
May 1983 - May 1986 · 3 yrs
State Registrations17 states
AZCACOCTFLGAMANCNHNJNMNYOHPAVAWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
John Bonatakis - Financial Advisor | TrueAdvisor