Julia K. Bonafede

JOBS PEAK ADVISORS

Gardnerville, NV 89460

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CRD#: 2611534

Professional summary

Julia Kathleen Bonafede, who also goes by Hone Bonafede, is a registered financial advisor currently at JOBS PEAK ADVISORS located in Gardnerville, Nevada.

Julia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Julia has worked at 2 firms and has passed the Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Hone Bonafede

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.

CFA Institute, Investment Related, 915 East High Street, Charlottesville, VA 22902, Member of Standards of Practice Council, 09/16. 2 hours per month, 0 hours during trading hours, Serve on Council SLHS (Sierra Lutheran High School), Board of Directors, 3601 Romans Road, Carson City, NV 89705, 3 - 4 hours a month, 0 hours during trading hours, started 2001. Financial Data Professionals Institute; Investment Related; Volunteer for Advisory Council, Started second quarter of 2022.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Kathleen Bonafede'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®

None

Experience

Current

August 18, 2017 - Present

JOBS PEAK ADVISORS

Office #1: 570 Mottsville Lane, Gardnerville, NV 89460

RIA

CRD#: 286080

Gardnerville, NV

Past

December 13, 1995 - November 10, 2004

WILSHIRE ASSOCIATES INCORPORATED

CRD#: 6210

SANTA MONICA, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JOBS PEAK ADVISORS

JOBS PEAK ADVISORS | JOBS PEAK ADVISORS, LLC

CRD#: 286080 / SEC#: 801-108753

RIA

Registered Investment Advisory firm - (12/14/2016 Approved)

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

Nevada
(8/18/2017)

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

General Industry/Product Exam

Series 3

Date: 12/15/2023

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 12/12/1995

General Securities Representative Examination

Current Firm

JOBS PEAK ADVISORS

JOBS PEAK ADVISORS | JOBS PEAK ADVISORS, LLC

CRD#: 286080 / SEC#: 801-108753

RIA

Registered Investment Advisory firm - (12/14/2016 Approved)

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Contact information

Main Address

Gardnerville, NV

Mailing Address

P.o. Box 2285, Minden, NV 89423

Phone number

(775) 781-3656

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/13/2025)

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.

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Julia K. Bonafede

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Julia Kathleen Bonafede's CRS (Customer Relationship Summary).

Certified licenses

Experience

JOBS PEAK ADVISORS

WILSHIRE ASSOCIATES INCORPORATED

Primary Firm SEC Registration

JOBS PEAK ADVISORS

State Registrations and Notice Filings

Exams

Series 3

Date: 12/15/2023

Series 7

Date: 12/12/1995

Current Firm

JOBS PEAK ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

JOBS PEAK ADVISORS

TRUST BUT VERIFY

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