Jeffrey Bonafe
Professional summary
Jeffrey Bonafe, CIMA®, who also goes by Jeffrey L Bonafe, Jeffrey Lentejas Bonafe, is a registered financial advisor currently at FIDELITY INSTITUTIONAL WEALTH ADVISER LLC located in Las Vegas, Nevada and NATIONAL FINANCIAL SERVICES LLC located in Las Vegas, Nevada.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jeffrey has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Bonafe's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 7, 2021 - Present
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
December 2, 2020 - Present
NATIONAL FINANCIAL SERVICES LLC
November 22, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
February 9, 2015 - October 29, 2020
MORGAN STANLEY
February 9, 2015 - October 29, 2020
MORGAN STANLEY
May 10, 2012 - October 6, 2014
NATIXIS ADVISORS, LLC
February 29, 2012 - October 6, 2014
NATIXIS DISTRIBUTION, LLC
June 1, 2009 - February 27, 2012
MORGAN STANLEY
June 1, 2009 - February 27, 2012
MORGAN STANLEY
October 23, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
November 16, 2006 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CRD#: 301896 / SEC#: 801-116860
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/10/2022)
(4/19/2022)
(1/7/2021)
Exams
Cboe C2 Exchange, Inc.
Cboe Exchange, Inc.
FINRA
NYSE American LLC
NYSE Arca, Inc.
Nasdaq BX, Inc.
Nasdaq ISE, LLC
Nasdaq PHLX LLC
Nasdaq Stock Market
New York Stock Exchange
Current Firm
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC
CRD#: 301896 / SEC#: 801-116860
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 829 |
| AUM (Assets Under Management) | $ 6,468,261,663 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2025 | ||
| 08/22/2024 | ||
| 10/23/2023 | ||
| 01/26/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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