Jeffrey Bonk (CRD# 6538887) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Kahului, HI and has over 8 years of experience in the finance industry.
CRD# 1574236
Morgan Stanley
CRD# 5688894
Edward Jones
CRD# 2922051
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Cetera Investment Advisers LLC | Kahului, HI | Jul 2020 - Current | 3 |
American Saving Bank | Kahului, HI | Jul 2020 - Current | 3 |
Cetera Investment Services LLC | St Cloud, MN | Jul 2020 - Current | 3 |
Raymond James Financial Services , Inc. | Honolulu, HI | May 2017 - Jul 2020 | 3 |
Raymond James Financial Services Advisors Inc. | Honolulu, HI | May 2017 - Jul 2020 | 3 |
First Hawaiian Bank | Kahului, HI | Jan 2016 - Dec 2019 | 3 |
Bancwest Investment Services | Honolulu, HI | Jan 2016 - May 2017 | 1 |
Unemployed | Honolulu, HI | Nov 2015 - Jan 2016 | < 1 |
Edward Jones | St. Louis, MO | Aug 2015 - Nov 2015 | < 1 |
Unemployed | Honolulu, HI | May 2015 - Aug 2015 | < 1 |
Ksfy-tv | Sioux Falls, SD | Mar 2003 - May 2015 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2015 |
- HI
- TX
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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