Joseph Bonadies (CRD# 7678021) is an Investment Advisor Representative working at L.m. Kohn & Company in Cincinnati, OH and has 1 year of experience in the finance industry.
CRD# 1210661
Cambridge Investment Research Advisors, Inc.
CRD# 6208290
Fidelity Personal And Workplace Advisors
CRD# 2667585
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| L.m. Kohn & Company | Cincinnati, OH | May 2023 - Current | 1 |
| Modales Wines | Fennville, MI | Mar 2022 - Current | 2 |
| Velo City Cycles | Holland, MI | Feb 2022 - Aug 2022 | < 1 |
| Homemaking | Holland, MI | Dec 2021 - Feb 2022 | < 1 |
| Tree Fort Bikes | Ypsilanti, MI | May 2021 - Dec 2021 | < 1 |
| Bellflower Restaurant | Ypsilanti, MI | Aug 2020 - May 2021 | < 1 |
| Unemployment | Ypsilanti, MI | Feb 2020 - Aug 2020 | < 1 |
| Grange Kitchen & Bar | Ann Arbor, MI | Feb 2018 - Feb 2020 | 2 |
| University Of Michigan, Dept. Of Cardiology | Ann Arbor, MI | Dec 2016 - Apr 2018 | 1 |
| Extended Travel | Whitefish, MT | Apr 2016 - Dec 2016 | < 1 |
| Whitefish Mountain Resort | Whitefish, MT | Nov 2015 - Apr 2016 | < 1 |
| Relocating | Whitefish, MT | Apr 2015 - Nov 2015 | < 1 |
| University Of Michigan | Ann Arbor, MI | Sep 2010 - Apr 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2023 |
- MI
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Total Assets Under Management1,671MILLIONS
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Total Number of Accounts5,706ACCOUNTS
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Average Account Value$292,883
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WV, WY
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