James Bonifas Jr., financial advisor Wichita KS

James Bonifas Jr.

CRD Number: 2659453
Current Firm: Cambridge Investment Research Advisors, Inc.
Compensation Model: Both
James Bonifas (CRD# 2659453) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wichita, KS and has over 21 years of experience in the finance industry.
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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Aug 2014 - Current 9
Cambridge Investment Research, Inc. Fairfield, IA Aug 2014 - Current 9
New England Securities Wichita, KS Jul 2004 - Aug 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination Aug 2002
Contact Info for James M. Bonifas Jr.
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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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Data verified by both the advisor and the public regulatory data.

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