JB

Jerome P. Bonnett

Some features on this profile are disabled
CRD#: 2143822
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jerome Patrick Bonnett JR, who also goes by Joe Bonnett Jr, Jerome Patrick Bonnett, Jr. Jr, was a registered financial professional .

Jerome is a previously registered financial professional and started their career in finance in 1991. Jerome had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Joe Bonnett Jr | Jerome Patrick Bonnett, Jr. Jr

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.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 2, 2012 - May 20, 2016

BONNETT WEALTH MANAGEMENT

RIA
CRD#: 159407
OMAHA, NE
Past

January 11, 1996 - September 26, 2012

SECURITIES AMERICA ADVISORS, INC.

RIA
CRD#: 110518
OMAHA, NE
Past

January 16, 1995 - October 6, 2015

SECURITIES AMERICA, INC.

BD
CRD#: 10205
OMAHA, NE
Past

October 26, 1994 - January 27, 1995

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

May 22, 1991 - November 10, 1994

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
OAKDALE, MN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/28/1995
General Securities Principal Examination

Current Firm


BW
BONNETT WEALTH MANAGEMENT
BONNETT WEALTH MANAGEMENT | BWM ADVISORS, LLC

CRD#: 159407 / SEC#:

PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
14710 W. Dodge Road Suite 203, Omaha, NE 68154
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


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.

Company Information


BONNETT WEALTH MANAGEMENT

CRD#: 159407

TRUST BUT VERIFY

Monitor Jerome Bonnett

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Guy David Peel
Guy PeelAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Helena, MT
Mark Brown
Mark BrownAdvisorCheck Check Mark
AUSDAL FINANCIAL PARTNERS, INC.
IAR
RR
Estero, FL
Steven Allen Barnes
Steven BarnesAdvisorCheck Check Mark
BARNES WEALTH MANAGEMENT GROUP
IAR
RR
BAKERSFIELD, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.