James Bonifas is a registered investment advisor, based in Wichita, KS, with 23 years of industry experience.
Location
13111 E 21st St N, Wichita, KS, 67226
Get directionsHistory
Regulatory History
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 →Other Business ActivitiesSells Insurance
James is an independent insurance agent since 2014, working with various independent insurance companies, dedicating a few hours per week. He is also an advisory representative of a RIA, spending nearly full-time on this role, and an IAR for CoreNorth Capital Planning, spending minimal time.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
New England Securities Corporation
New England SecuritiesBroker
A. G. Edwards & Sons, INC.Broker
A. G. Edwards & Sons, INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations11 states
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.