JB
JB

Joseph Thomas Bonadies

2 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
134 clients
Average Client Portfolio
$569K average
Assets Under Management
$76.3M
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Location

10151 Carver Rd., Suite 100, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Joseph is the owner and consulting sommelier for Palissage, LLC, a wine and beverage consulting business, since 2022. He dedicates a few hours per week to providing consultation services for restaurant and bar wine/beverage programs.

Employment History
Current Registrations
Advisory Advocates LLC
June 2025 - Present · 8 mos
Previous Registrations
L.M. Kohn & Company
August 2023 - September 2025 · 2 yrs 1 mo
L.M. Kohn & CompanyBroker
June 2023 - September 2025 · 2 yrs 3 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.