James T Bonner
Professional Summary
James T Bonner, who also goes by James Thomas Bonner, Jim Thomas Bonner, Jimmy Thomas Bonner, is a registered financial advisor currently at OLD MISSION CAPITAL, LLC located in Chicago, Illinois and OLD MISSION MARKETS LLC located in Chicago, Illinois. James is registered as a RR (Registered Representative) and started their career in finance in 2018. James has worked at 3 firms and has passed the Series 7TO, SIE and Series 57 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
James Thomas Bonner, Jim Thomas Bonner, Jimmy Thomas Bonner
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Contact Information
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Years of Experience
8 years registered in the securities industry
Current & Past Employments
Current
Past
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WILLIAM BLAIR
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Current Firm
OLD MISSION MARKETS LLC
Contact Information
Main Address
1 N. Dearborn St. 8th Floor, Chicago, IL 60602Mailing Address
1 N. Dearborn St. 8th Floor, Chicago, IL 60602Phone Number
(312) 260-3052Established
Delaware since 08/03/2015Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (3 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| OLD MISSION FINANCIAL SERVICES LLC | OWNER | — |
| GASTON, STEVEN JOHN | CHIEF COMPLIANCE OFFICER | 3094187 |
| GUZOWSKI, JOSEF MICHAEL | MANAGER, CEO | 2989719 |
| KEITH, ALLEN THOMAS | FINOP | 4457493 |
| MARQUEZ AVITIA, ERICA NMN | CHIEF OPERATING OFFICER | 5074353 |
| NICHOLS, PATRICK JAMES | MANAGER | 4757503 |
| RUSSINA, BRYAN SCOTT | MANAGER | 5031844 |
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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WILLIAM BLAIR
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view James T Bonner's CRS (Customer Relationship Summary).
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