Julia Bonafede is a CFA-designated registered investment advisor at Jobs Peak Advisors, based in Gardnerville, NV, with 8 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
IM Fee
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
570 Mottsville Lane, Gardnerville, NV, 89460
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia is a member of the Standards of Practice Council for the CFA Institute, dedicating minimal time. She also serves on the Board of Directors for Sierra Lutheran High School and volunteers for the Advisory Council for the Financial Data Professionals Institute.
Employment History
Current Registrations
Jobs Peak Advisors
State Registrations1 state
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