Joseph L. Bonavita

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 05/2017
  Capital One Securities, Inc.
  New Orleans, LA
• 10/2017 → Present
  Jpmorgan Chase Bank, N.A.
  New Orleans, LA
• 10/2017 → Present
  J.P. Morgan Securities Llc
  New Orleans, LA
• 05/2017 → 10/2017
  Unemployed
  New Orleans, LA
• 01/2017 → Present
  Trout And Teal Club Llc
  New Orleans, LA
• 06/2013 → Present
  J2R Holdings Llc
  New Orleans, LA
• 06/2013 → 01/2020
  Audubon Nd Holdings Llc
  New Orleans, LA
• 12/2011 → Present
  Good Life Partners Iii Llc
  New Orleans, LA
• 10/2008 → Present
  Good Life Partners I Llc
  New Orleans, LA

Other Businesses

Entity Name: J2R HOLDINGS LLC Investment related: Yes Address: New Orleans, LA 70125 Nature of the other business: Owns an apartment building which pays a company to manage the property. Position/Title/Relationship: Owner Start Date: 07-Jun-2013 Approximate # of hours a month: 4/5 hrs per month Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole member and owner of an LLC, Good Life Partners I LLC, which owns 100% of this LLC. Entity Name: LA RECOVERIES I LLC Investment related: Yes Address: 8117 DALLAS, TX Nature of the other business: Software company- Position/Title/Relationship: Other Start Date: 19-Aug-2011 Approximate # of hours a month: none Approximate # of hours during securities trading hours: 0 Briefly describe your duties: No responsibilities with the company. Entity Name: LA RECOVERIES I LLC (f/k/a EQUITYMETRIX LLC) Investment related: Yes Address: 8117 DALLAS, TX Nature of the other business: The Company is a software company in the oil and gas space which does land data management and provides revenue recovery services Position/Title/Relationship: Other Start Date: 19 Aug 2011 Approximate # of hours a month: None Approximate # of hours during securities hours: 0 Briefly describe your duties: I am the sole member and owner of an LLC Entity Name: TROUT AND TEAL CLUB LLC Investment related: No Address: 200 NEW ORLEANS, LA Nature of the other business: This is an LLC set up to own a fishing camp Position/Title/Relationship: Partial Owner Start Date: 31 Jan 2017 Approximate # of hours a month: 1 Approximate # of hours during securities hours: 0 Briefly describe your duties: I will deal w the finances of the LLC Entity Name: Good Life Partners I LLC Investment related: Yes Address: 302 New Orleans, LA Nature of the other business: This is a sole member LLC which currently has two investments Position/Title/Relationship: Sole Proprietor Start Date: 14-Oct-2008 Approximate # of hours a month: 4/5 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: I am the sole member and owner of the LLC Entity Name: Good Life Partners III LLC Investment related: Yes Address: 302 New Orleans, LA Nature of the other business: Sole member LLC Position/Title/Relationship: Sole Proprietor Start Date: 01-Dec-2011 Approximate # of hours a month: 0 Approximate # of hours during security: 0 Briefly describe your duties: I will deal w the finances of the LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-22
• S63 Uniform Securities Agent State Law Examination
  2003-10-20

Other Names

• Joseph Louis Bonavita