JB
Joseph T. Bonadies
ADVISORY ADVOCATES LLC
Grand Rapids, MI 49546
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CRD#: 7678021
JB
Professional summary
Joseph Thomas Bonadies, who also goes by Joe Bonadies, is a registered financial advisor currently at ADVISORY ADVOCATES LLC located in Grand Rapids, Michigan.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Joseph has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Joe Bonadies
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.
1.) Business name: Palissage, LLC; Investment-related: NO; Address: 203 W 21st St, Holland, MI 49423; Nature of business: Wine & beverage consulting; Position: Consulting Sommelier; Title/relationship: Owner; Start date of relationship: 10/2022; Approx. hours/month devoted to business: 10; Hours/month devoted to business during securities trading hours: 0; Brief description of duties: Consultation services for restaurant & bar wine/beverage programs. 2.) BUSINESS NAME: JTB WEALTH MANAGEMENT, LLC; INVESTMENT RELATED: NO; ADDRESS: 203 W 21ST ST, HOLLAND, MI; NATURE OF BUSINESS: TO ENGAGE IN ANY ACTIVITY WITHIN THE PURPOSES FOR WHICH AN LLC MAY BE FORMED UNDER THE LIMITED LIABILITY COMPANY ACT OF MICHIGAN. TITLE: MEMBER; START DATE: APRIL 2024; APPROX HRS/MO: 10; HRS/MO DEVOTED DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE AND FINANCIAL. 3.) LICENSED INSURANCE PRODUCER, RESIDENT PRODUCER MI; INVESTEMENT RELATED: YES; MICHIGAN; START DATE: JUNE 3RD, 2024; LESS THAN 10 HRS/WK; LINES OF AUTHORITY: ACCIDENT & HEALTH, LIFE, VARIABLE ANNUITIES. 4.) CITY OF HOLLAND INTERNATIONAL RELATIONS COMMISSION; NON-INVESTMENT RELATED; HOLLAND, MI; WE DO NOT ENGAGE IN POLICY MAKING DECISIONS, ONLY FUNCTION AS A RECOMMENDING BODY TO THE CITY COUNCIL.
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Thomas Bonadies's 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®
NoneExperience
Current
June 3, 2025 - Present
ADVISORY ADVOCATES LLC
Office #1: 4981 Cascade Road Suite C, Grand Rapids, MI 49546RIA
CRD#: 284100
Grand Rapids, MI
Past
August 21, 2023 - September 8, 2025
L.M. KOHN & COMPANY
RIA
CRD#: 27913
Holland, MI
Past
June 5, 2023 - September 8, 2025
L.M. KOHN & COMPANY
BD
CRD#: 27913
Holland, MI
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.Highlighted states indicate IAR registrations
IAR
Michigan(6/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 6/5/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
AA
ADVISORY ADVOCATES LLC
ADVISORY ADVOCATES LLC
CRD#: 284100 / SEC#:
California
Registered Investment Advisory firm - (5/13/2019 Terminated)Florida
Registered Investment Advisory firm - (12/23/2019 Terminated)Indiana
Registered Investment Advisory firm - (5/26/2021 Approved)Iowa
Registered Investment Advisory firm - (9/24/2020 Approved)Kentucky
Registered Investment Advisory firm - (11/18/2024 Terminated)Maryland
Registered Investment Advisory firm - (11/2/2018 Terminated)Michigan
Registered Investment Advisory firm - (7/25/2016 Approved)Mississippi
Registered Investment Advisory firm - (12/23/2019 Terminated)Pennsylvania
Registered Investment Advisory firm - (12/11/2023 Terminated)Texas
Registered Investment Advisory firm - (10/29/2020 Conditional Restricted)Virginia
Registered Investment Advisory firm - (11/2/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4981 Cascade Road Suite C, Grand Rapids, MI 49546
Mailing Address
4981 Cascade Road Suite C, Grand Rapids, MI 49546
Phone number
(866) 597-8938
Established
Firm type
Fiscal year end
# of Employees
9
Regulatory assets under management
| Total Number of Accounts | 309 |
| AUM (Assets Under Management) | $ 76,301,250 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ADVISORY ADVOCATES LLC
CRD#: 284100Grand Rapids, MI 49546TRUST BUT VERIFY
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