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John Julian Bonello

TOUCHSTONE SECURITIES
CINCINNATI, OH
·CRD# 2019975·36 years experience

Professional Summary

John Julian Bonello is a registered financial advisor currently at TOUCHSTONE SECURITIES, LLC located in Cincinnati, Ohio. John is registered as a RR (Registered Representative) and started their career in finance in 1990. John has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

36 years in the financial services industry

Current & Past Employments

TOUCHSTONE SECURITIES, LLC·CRD# 1526
BD
303 Broadway Suite 1100, Cincinnati, OH 45202
May 7, 2014 - Present
PNC WEALTH MANAGEMENT LLC·CRD# 129052
RIA
Hamilton, NJ
August 6, 2012 - April 4, 2014
PNC WEALTH MANAGEMENT LLC·CRD# 129052
BD
Hamilton, NJ
August 6, 2012 - April 4, 2014
LPL FINANCIAL LLC·CRD# 6413
RIA
Boston, MA
July 19, 2011 - June 19, 2012
LPL FINANCIAL LLC·CRD# 6413
BD
Boston, MA
June 13, 2011 - June 19, 2012
NYLIFE DISTRIBUTORS LLC·CRD# 35350
BD
Jersey City, NJ
November 3, 1999 - November 23, 2009
NYLIFE SECURITIES LLC·CRD# 5167
BD
New York, NY
December 2, 1997 - March 15, 2006
CHASE INVESTMENT SERVICES CORP.·CRD# 25574
BD
Chicago, IL
August 21, 1996 - October 31, 1997
FISERV INVESTOR SERVICES, INC.·CRD# 34637
BD
Houston, TX
February 1, 1995 - August 21, 1996
CAPITAL BROKERAGE CORPORATION·CRD# 10465
BD
Glen Allen, VA
January 24, 1991 - February 1, 1995
ROBERT THOMAS SECURITIES, INC·CRD# 10147
BD
St. Petersburg, FL
June 29, 1990 - February 6, 1991
INVEST FINANCIAL CORPORATION·CRD# 12984
BD
Appleton, WI
January 1, 1990 - July 9, 1990

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Current Firm

TOUCHSTONE SECURITIES, LLC
TOUCHSTONE SECURITIES, LLC

CONTINENTAL MANAGEMENT, INC. | TOUCHSTONE SECURITIES, LLC | TOUCHSTONE SECURITIES, INC.

CRD#: 1526 / SEC#: 8-14052
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

303 Broadway Suite 1100, Cincinnati, OH 45202

Mailing Address

303 Broadway Suite 1100, Cincinnati, OH 45202

Phone Number

(513) 362-8000

Established

Nebraska since 01/01/2026

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

FINRA licenses (53 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
TOUCHSTONE ADVISORS INCSHAREHOLDER107028
AARTS, ERIKVP, SENIOR FIXED INCOME STRATEGIST2556961
ALGE, BENJAMIN JPRESIDENT6225581
BRAY, TIMOTHY ALLENDIVISIONAL VICE PRESIDENT1858477
CONNELLY, LINDSAY MICHELLEAVP & ASSISTANT TREASURER7212999
COSTANZA, TIMOTHY JOHNVP MANAGING DIRECTOR INSTITUTIONAL DEVELOPMENT4471461
DAY, MICHAELDIVISIONAL VP5089878
GROUT, THOMAS JOSEPHDIVISIONAL VP5889057
JONES, MICHAEL STEPHENASSISTANT VICE PRESIDENT5537600
KOERNER, RICHARD MICHAELVP, SENIOR ETF SALES SPECIALIST2249223
KUSSIN, WILLIAM FREDERICKDIVISIONAL VP5810274
MASTERS, JOSHUAASSISTANT VP7671731
MCGRUDER, JILL TRIPPDIRECTOR1221720
MOCK, MARY TAYLORSVP & HEAD OF DISTRIBUTION5276399
MORSE, JULIE LYNNSVP, MARKETING6743435
MUSGROVE, JOHN SAVP - ASSISTANT TREASURER6607165
NIEMEYER, JONATHAN DAVIDDIRECTOR5863603
RENNERS, TYLER SCOTTSECRETARY8246902
SCOTT, SHAWN MICHAELCHIEF COMPLIANCE OFFICER4673623
SMITH, JULIE LOUISEVICE PRESIDENT3199707
STEARNS, TIMOTHY STEVENVP, COMPLIANCE1327230
WIEDENHEFT, TERRIE ANNCHIEF FINANCIAL OFFICER / PRINCIPAL FINANCIAL OFFICER / TREASURER2619213
WITTMAN, SCOTTVICE PRESIDENT, TAX7679752
WUEBBLING, DONALD JOSEPHDIRECTOR473438

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Michigan
(5/7/2014)
RR
Ohio
(5/7/2014)
RR
West Virginia
(1/5/2015)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2011About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 1990About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 1990About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Dec 1989About the Series 6 exam

Series 24 — General Securities Principal Examination

Passed Mar 1995About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Julian Bonello's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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