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Jonas Alina Regondola

Bankers Life Advisory Services, Inc.

Chicago, IL

Old Lyme, CT

CRD 8198840

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Employer firm

Bankers Life Advisory Services, Inc. CRD 281285

$2.49B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Bankers Life Advisory Services, Inc.

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-14
  • CT RA
    APPROVED
    Since 2026-04-14

Branch Locations

303 E. Wacker Drive Ste 500, Chicago, IL 60601 • United States

6 Vista Dr Suite 101, Old Lyme, CT 06371 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bankers Life & Casualty, Inc Old Lyme CT 05/2024 Present
Cream Coffee Norwich CT 05/2023 04/2025
Portal | Footwear And Apparel Boutique (Mohegan Sun) Uncasville CT 09/2023 11/2023
Three Rivers Community College Norwich CT 08/2023 12/2023
Unemployed Ledyard CT 01/2016 08/2023
Bankers Life Advisory Services, Inc Old Lyme CT 04/2026 Present
  • 05/2024 → Present
    Bankers Life & Casualty, Inc
    Old Lyme, CT
  • 05/2023 → 04/2025
    Cream Coffee
    Norwich, CT
  • 09/2023 → 11/2023
    Portal | Footwear And Apparel Boutique (Mohegan Sun)
    Uncasville, CT
  • 08/2023 → 12/2023
    Three Rivers Community College
    Norwich, CT
  • 01/2016 → 08/2023
    Unemployed
    Ledyard, CT
  • 04/2026 → Present
    Old Lyme, CT
Other Businesses

Insurance Agent: I am a 1099 agent for Bankers Life and Casualty Company (BLC). As a BLC agent, I am also appointed with KFA through BLC which allows agents to write business for Medicare Supplement, Annuity and Equity Indexed annuity insurance products, life insurance, health and LTC.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-14
  • S65 Uniform Investment Adviser Law Examination
    2026-04-14

View on SEC IAPD

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