Julia Kathleen Bonafede

Employer firm

Jobs Peak Advisors CRD 286080

$73.6B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Pension consulting

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

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

Current Employers

Employment History

• 03/2016 → Present
  Jobs Peak Advisors
  Gardnerville, NV
• 10/2016 → 07/2024
  Rosetta Analytics
  Woodridge, IL

Other Businesses

CFA Society of Los Angeles; Non-Investment related; Los Angeles, CA; Governor on the Board of Governors; 09/2024. 4 hours per month, 0 hours during trading hour.

Designations

• Chartered Financial Analyst

Other Names

• Hone Bonafede