Jeffrey W. Bonvallat

BON INVESTMENTS

ACTON, MA

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CRD#: 2147082

Professional summary

Jeffrey Wayne Bonvallat, CFA, who also goes by Jeff Bonvallat, is a registered financial advisor currently at BON INVESTMENTS, LLC located in Acton, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Jeffrey has worked at 3 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Bonvallat

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wayne Bonvallat's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

Experience

Current

December 10, 2003 - Present

BON INVESTMENTS, LLC

RIA

CRD#: 128420

ACTON, MA

Past

June 8, 2016 - December 31, 2024

PIOT ASSOCIATES LLC

RIA

CRD#: 109498

Acton, MA

Past

July 10, 1991 - November 26, 2003

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(12/10/2003)

IAR

Texas
(2/18/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/14/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/9/1991

General Securities Representative Examination

Current Firm

BON INVESTMENTS, LLC

CRD#: 128420 / SEC#:

Massachusetts

Registered Investment Advisory firm - (11/21/2003 Approved)

Texas

Registered Investment Advisory firm - (1/31/2025 Conditional Restricted)

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Contact information

Main Address

Acton, MA

Mailing Address

Phone number

(978) 621-2859

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	103
AUM (Assets Under Management)	$ 67,943,404

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jeffrey W. Bonvallat

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Wayne Bonvallat's CRS (Customer Relationship Summary).

Certified licenses

Experience

BON INVESTMENTS, LLC

PIOT ASSOCIATES LLC

QUEST CAPITAL STRATEGIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 8/14/1991

Series 7

Date: 7/9/1991

Current Firm

BON INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BON INVESTMENTS, LLC

TRUST BUT VERIFY

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