Jeffrey Bonk is a registered investment advisor, based in Kahului, HI, with 10 years of industry experience.
Location
150 Ho'Okele Street, Kahului, HI, 96732
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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
Cetera Investment Services LLCBroker
July 2020 - Present · 6 yrs
Cetera Investment Advisers LLC
July 2020 - Present · 6 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
May 2017 - July 2020 · 3 yrs 2 mos
Raymond James Financial Services, INC.Broker
May 2017 - July 2020 · 3 yrs 2 mos
Bancwest Investment Services, INC.Broker
January 2016 - May 2017 · 1 yr 4 mos
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
January 2016 - May 2017 · 1 yr 4 mos
Edward Jones
November 2015 - December 2015 · 1 mo
Edward JonesBroker
September 2015 - December 2015 · 3 mos
State Registrations12 states
AKAZCAFLHIIDMDNVNYORTXWA
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.