Joseph Robert Bonfiglio

Current Employers

Employment History

• 06/1992 → 09/2025
  Avantax Investment Services, Inc.
  Holmdel, NJ
• 03/1995 → 09/2025
  Avantax Advisory Services
  Holmdel, NJ
• 09/1997 → 09/2025
  Avantax Insurance Agency, Llc
  Holmdel, NJ
• 01/2000 → Present
  Joe Bonfiglio
  Holmdel, NJ
• 03/2007 → 01/2020
  Fairleigh Dickinson University
  Madison, NJ
• 09/1993 → Present
  Joe Bonfiglio, Cfp
  Holmdel, NJ
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Holmdel, NJ
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2002-05-18 → 2025-09-05
  Avantax Advisory Services
  Holmdel, NJ

Other Businesses

2) Joe Bonfiglio~'NIR'~36 Main Street~Holmdel~NJ~07733~Accounting Services/Tax Preparation~Owner~1/1/2000~25hrs~20hrs~I prepare taxes and advise on tax planning for individuals. I consult with clients in person and on the phone to prepare and plan for their income tax compliance. 90% of this work is completed between Feb1 and April 1st of the year 3) JOE BONFIGLIO, CFP POSITION: Proprietor NATURE: Financial Services provided through Avantax subsidiaries INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 09/01/1993 ADDRESS: 36 West Main Street, Holmdel NJ 07733, United States DESCRIPTION: Registered Rep, Investment Advisor Agent , Life Insurance Services 4) 36 NEWMAN SPRINGS, LLC POSITION: Owner NATURE: Owns the office building that my financial services business operates from INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2023 ADDRESS: 36 West Main Street, Holmdel NJ 07733, United States DESCRIPTION: Just keeping records and contracting for as needed for repairs maintenance and improvements

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-11

Designations