Jeffrey Bonafe

Fidelity Institutional Wealth Adviser LLC

18 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Fidelity Institutional Wealth Adviser LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

41 advisors

Number of Clients

52,688 clients

Average Client Portfolio

$123K average

Assets Under Management

$6.5B

Fee Structure

Minimum Investment:$250K

Financial Planning:Investment management only

Location

Las Vegas, NV

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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.

Employment History

Current Registrations

Fidelity Brokerage Services LLCBroker

November 2021 - Present · 4 yrs 3 mos

Fidelity Institutional Wealth Adviser LLC

January 2021 - Present · 5 yrs 1 mo

National Financial Services LLCBroker

December 2020 - Present · 5 yrs 2 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

Exams

No exam information available for this advisor.