Jeffrey Bonafe is a registered investment advisor, based in Las Vegas, NV, with 18 years of industry experience.
Location
Las Vegas, NV
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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
Fidelity Brokerage Services LLCBroker
November 2021 - Present · 4 yrs 5 mos
Fidelity Institutional Wealth Adviser LLC
January 2021 - Present · 5 yrs 3 mos
National Financial Services LLCBroker
December 2020 - Present · 5 yrs 4 mos
Previous Registrations
Morgan Stanley
February 2015 - October 2020 · 5 yrs 8 mos
Morgan StanleyBroker
February 2015 - October 2020 · 5 yrs 8 mos
Ngam Advisors, L.P.
May 2012 - October 2014 · 2 yrs 5 mos
Ngam Distribution, L.P.Broker
February 2012 - October 2014 · 2 yrs 8 mos
Morgan Stanley Smith Barney LLC
June 2009 - February 2012 · 2 yrs 8 mos
Morgan Stanley Smith BarneyBroker
June 2009 - February 2012 · 2 yrs 8 mos
Citigroup Global Markets INC.
October 2007 - June 2009 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
November 2006 - June 2009 · 2 yrs 7 mos
State Registrations2 states
NVTX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.