Jeffrey R. Bonynge

MANAGED ASSET PORTFOLIOS

Rochester, MI 48307

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CRD#: 7024213

Professional summary

Jeffrey Redfield Bonynge is a registered financial advisor currently at MANAGED ASSET PORTFOLIOS, LLC located in Rochester, Michigan and ALT FUND DISTRIBUTORS LLC located in New York, New York.

Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Jeffrey has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

As Compliance Officer for Managed Asset Portfolios, LLC, I support all compliance functions, while helping the firm fulfill its various and important compliance and regulatory responsibilities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Redfield Bonynge's CRS (Customer Relationship Summary).

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

April 5, 2019 - Present

MANAGED ASSET PORTFOLIOS, LLC

Office #1: 950 W. University, Suite 100, Rochester, MI 48307

RIA

CRD#: 109574

Rochester, MI

Current

March 2, 2021 - Present

ALT FUND DISTRIBUTORS LLC

Office #1: 140 East 45th Street Suite 15 B, New York, NY 10017

CRD#: 146547

New York, NY

Past

December 17, 2018 - March 12, 2019

EDWARD JONES

RIA

CRD#: 250

ROCHESTER, MI

Past

November 19, 2018 - March 12, 2019

EDWARD JONES

CRD#: 250

ROCHESTER, MI

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".

MANAGED ASSET PORTFOLIOS, LLC

CRD#: 109574 / SEC#: 801-58125

RIA

Registered Investment Advisory firm - (11/27/2000 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

Michigan
(4/5/2019)

Michigan
(3/2/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/14/2018

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/19/2018

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/29/2018

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

MANAGED ASSET PORTFOLIOS, LLC

CRD#: 109574 / SEC#: 801-58125

RIA

Registered Investment Advisory firm - (11/27/2000 Approved)

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Contact information

Main Address

950 W. University, Suite 100, Rochester, MI 48307

Mailing Address

Phone number

(248) 601-6677

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2 BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,928
AUM (Assets Under Management)	$ 1,058,507,064

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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Jeffrey R. Bonynge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Redfield Bonynge's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALT FUND DISTRIBUTORS LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MANAGED ASSET PORTFOLIOS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2018

Series 7TO

Date: 11/19/2018

SIE

Date: 10/29/2018

FINRA

Current Firm

MANAGED ASSET PORTFOLIOS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MANAGED ASSET PORTFOLIOS, LLC

TRUST BUT VERIFY

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