Cetera Investment Advisers LLC
About this Advisor
Jeffrey Bonk is a financial advisor who is based in Kahului, Hawaii. Currently an investment advisor with Cetera Investment Advisers LLC, Bonk has 17 years of work experience. Bonk maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Bonk is able to act as a financial advisor in Hawaii. Throughout their career, Bonk has worked at Ksfy-Tv, Edward Jones, Bancwest Investment Services, First Hawaiian Bank, Raymond James Financial Services Advisors Inc, Cetera Investment Advisers LLC, American Saving Bank, Cetera Investment Services LLC and Raymond James Financial Services, Inc. Cetera Investment Advisers LLC is based out of Kahului, Hawaii, and operates out of 1,614 offices in the country. Overall, Cetera Investment Advisers LLC oversees $16 billion in assets covering 78,591 accounts and retains more than 2,358 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 70,273 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 19% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Cetera Investment Advisers LLC provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Cetera Investment Advisers LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Bonk Work History
Jeffrey has 17 years of experience.
Cetera Investment Advisers LLC
American Saving Bank
Cetera Investment Services LLC
Raymond James Financial Services Advisors Inc
Raymond James Financial Services , Inc
Bancwest Investment Services
First Hawaiian Bank
Jeffrey Bonk has no disclosures.
Please visit their SEC profile for more details.
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