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Jeffrey Bonafe

Fidelity Institutional Wealth Adviser LLC

Las Vegas, NV

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Current Employers
Fidelity Institutional Wealth Adviser Llc

245 Summer Street, Boston, MA 02210 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2022-04-19
TX RA APPROVED 2021-01-07
  • NV RA
    APPROVED
    Since 2022-04-19
  • TX RA
    APPROVED
    Since 2021-01-07

Branch Locations

Las Vegas, NV • 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
Morgan Stanley Smith Barney Llc Los Angeles CA 10/2014 10/2020
Fidelity Investments Boston MA 11/2020 Present
  • 10/2014 → 10/2020
    Morgan Stanley Smith Barney Llc
    Los Angeles, CA
  • 11/2020 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-23
  • S66 Uniform Combined State Law Examination
    2007-03-23
Other Names
  • Jeffrey L Bonafe
  • Jeffrey Bonafe
  • Jeffrey Lentejas Bonafe

View on SEC IAPD

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