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JB

John-eric Bonilla

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CRD#: 4149132
JB

Professional summary


John-eric Bonilla was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

John-eric is a previously registered financial advisor and started their career in finance in 2000. Prior to being barred, John-eric had worked at 7 firms, which includes THE ACADEMY OF EMPOWERED PERSONAL FINANCE INC, U.S. BANCORP INVESTMENTS INC., SECU BROKERAGE SERVICES, MML INVESTORS SERVICES LLC, CETERA INVESTMENT SERVICES LLC, IFMG SECURITIES INC., BANCWEST INVESTMENT SERVICES INC..

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Eric Bonilla | John-Erik Bonilla

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)


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

January 21, 2009 - December 31, 2009

THE ACADEMY OF EMPOWERED PERSONAL FINANCE INC

RIA
CRD#: 148822
SACRAMENTO, CA
Past

June 5, 2007 - October 7, 2008

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
SACRAMENTO, CA
Past

June 5, 2007 - October 7, 2008

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SACRAMENTO, CA
Past

January 5, 2004 - December 14, 2006

SECU BROKERAGE SERVICES

RIA
CRD#: 19899
SACRAMENTO, CA
Past

January 5, 2004 - December 14, 2006

SECU BROKERAGE SERVICES

BD
CRD#: 19899
SACRAMENTO, CA
Past

May 8, 2003 - December 16, 2003

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
WALNUT CREEK, CA
Past

April 22, 2003 - December 16, 2003

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

October 23, 2002 - March 28, 2003

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
SANTA ROSA, CA
Past

August 7, 2002 - March 28, 2003

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

May 18, 2001 - February 26, 2002

IFMG SECURITIES, INC.

BD
CRD#: 14416
PURCHASE, NY
Past

March 28, 2000 - May 14, 2001

BANCWEST INVESTMENT SERVICES, INC.

BD
CRD#: 29357
OMAHA, NE

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
RR
IAR
Series 66
Date: 10/8/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam

Current firm


No current employment

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


No current employment

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