Jose BonillaCRD Number: 5226404
Current Firm: Transamerica Financial Advisors, Inc.
Jose Bonilla (CRD# 5226404) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Las Vegas, NV and has over 2 years of experience in the finance industry.
Skyoak Capital, Inc.
Money Managers, Inc.
Ameriprise Financial Services, LLC
|Netlaw||Louisville, KY||Mar 2021 - Current||1|
|Legacy Shield||Ponte Vedra, FL||Mar 2021 - Current||1|
|Transamerica Financial Advisors, Inc.||Las Vegas, NV||Jun 2016 - Current||5|
|World Financial Group||Las Vegas, NV||Sep 2005 - Current||16|
|Spring Valley Hospital Medical Center||Las Vegas, NV||Nov 2006 - Aug 2019||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2020|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,759MILLIONS
Total Number of Accounts50,030ACCOUNTS
Average Account Value$35,152
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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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