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JB

John-eric Bonilla

CRD# 4149132·Registered 2000 - 2009
Barred: John-eric Bonilla was barred by the FINRA and is not permitted to conduct business in the covered capacity.

Professional Summary

John-eric Bonilla, who also goes by Eric Bonilla, John-erik Bonilla, was a registered financial advisor. John-eric was a previously registered financial advisor and started their career in finance 2000 - 2009. John-eric had worked at 7 firms and has passed the Series 66, Series 63 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Eric Bonilla, John-Erik Bonilla

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

26 years in the financial services industry

Current & Past Employments

THE ACADEMY OF EMPOWERED PERSONAL FINANCE INC·CRD# 148822
RIA
Sacramento, CA
January 21, 2009 - December 31, 2009
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
RIA
Sacramento, CA
June 5, 2007 - October 7, 2008
U.S. BANCORP INVESTMENTS, INC.·CRD# 17868
BD
Sacramento, CA
June 5, 2007 - October 7, 2008
SECU BROKERAGE SERVICES·CRD# 19899
RIA
Sacramento, CA
January 5, 2004 - December 14, 2006
SECU BROKERAGE SERVICES·CRD# 19899
BD
Sacramento, CA
January 5, 2004 - December 14, 2006
MML INVESTORS SERVICES, LLC·CRD# 10409
RIA
Walnut Creek, CA
May 8, 2003 - December 16, 2003
MML INVESTORS SERVICES, LLC·CRD# 10409
BD
Springfield, MA
April 22, 2003 - December 16, 2003
CETERA INVESTMENT SERVICES LLC·CRD# 15340
RIA
Santa Rosa, CA
October 23, 2002 - March 28, 2003
CETERA INVESTMENT SERVICES LLC·CRD# 15340
BD
St. Cloud, MN
August 7, 2002 - March 28, 2003
IFMG SECURITIES, INC.·CRD# 14416
BD
Purchase, NY
May 18, 2001 - February 26, 2002
BANCWEST INVESTMENT SERVICES, INC.·CRD# 29357
BD
Omaha, NE
March 28, 2000 - May 14, 2001

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Current Firm

No current employment

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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.
This advisor is not registered in any state.

Exams

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

Series 66 — Uniform Combined State Law Examination

Passed Oct 2002About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Apr 2000About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 2000About the Series 7 exam

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CRS (Client Relationship Summary)

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

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