Jeffrey
Bonk

Cetera Investment Advisers LLC

CRD#6538887
Investment Advisor
in Kahului, HI

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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

Series 66

Years of Experience

17 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

150 Ho'Okele Street
Kahului, HI 96732

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Cetera Investment Advisers LLC Brokerage Details

Total Assets Under Management

$15,868,306,581

HI Average: $6,674,516,078
Total Number of Employees

2,358

HI Average: 44
Total Number of Accounts

78,591

HI Average: 2,564
Average Account Size

$201,910

HI Average: $2,603,165

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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.

2020 - Present (1 year)

Cetera Investment Advisers LLC

2020 - Present (1 year)

American Saving Bank

2020 - Present (1 year)

Cetera Investment Services LLC

2017 - 2020 (3 years)

Raymond James Financial Services Advisors Inc

2017 - 2020 (3 years)

Raymond James Financial Services , Inc

2016 - 2017 (1 year)

Bancwest Investment Services

2016 - 2019 (3 years)

First Hawaiian Bank

2015 - 2015 (< 1 year)

Edward Jones

2003 - 2015 (12 years)

Ksfy-Tv

Disclosures

Jeffrey Bonk has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Cetera Investment Advisers LLC

Kevin Day
Pittsburgh, PA
John Ware
Raleigh, NC
Michael Shieh
Torrance, CA
Catherine Harris
Saratoga Springs, NY
Eleni Liakakis
Woburn, MA
Judith Mcdonald
Damariscotta, ME
Jaycob Baker
Fort Smith, AR
Katherine Creed
Phoenix, AZ

This content was compiled from the SEC and FINRA.

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