Jonathan Louis Bonnet

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

Current Employers

Merrill Lynch, Pierce, Fenner & Smith Incorporated

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-04-19
TX	RA	APPROVED	2015-08-12
CT	RA	APPROVED	2015-05-19

NY RA
APPROVED

Since 2021-04-19
TX RA
APPROVED

Since 2015-08-12
CT RA
APPROVED

Since 2015-05-19

Branch Locations

Massapequa, NY • United States

300 Broadhollow Rd, Melville, NY 11747 • 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

Organization	City	State	From	To
Ej Property Group, Llc	Oceanside	NY	11/2014	Present
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Great Neck	NY	12/2014	Present
Bank Of America, N.A.	Great Neck	NY	06/2015	Present

11/2014 → Present

Ej Property Group, Llc

Oceanside, NY
12/2014 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Great Neck, NY
06/2015 → Present

Bank Of America, N.A.

Great Neck, NY

Other Businesses

I*77959 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: EJ PROPERTY GROUP LLC INVESTMENT RELATED: N ADDRESS OF BUSINESS: 506 LINKS DRIVE EAST, OCEANSIDE, NEW YORK 11572 NATURE OF BUSINESS: LLC, POSITION, TITLE, ASSOCIATION: OTHER, MEMBER START DATE OF RELATIONSHIP: 4/14/2014 NUMBER OF HOURS DEVOTED: 8 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PURCHASE PROPERTIES IN MEMPHIS, TN AND RENT THEM OUT. I ASSIST IN FINDING PROPERTIES AND PAYING BILLS FOR THE PROPERTIES. I*136767 For profit or not for profit: For-Profit Organization Name of outside business organization: CRI Group LLC Investment related: Address of business: Oceanside, New York 11572 Nature of business: LLC, Compensation for Activity: Position, title, association: Other, Member Start date of relationship: 1/9/2021 Number of hours devoted: 8 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Purchase property in upstate Albany/Troy area. Would like to hold the title of the property in the LLC name.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-05-16
S63	Uniform Securities Agent State Law Examination	2013-04-01

S65 Uniform Investment Adviser Law Examination

2015-05-16
S63 Uniform Securities Agent State Law Examination

2013-04-01

Other Names

Jonathan L Bonnet
Jonathan Bonnet
Jon Bonnet

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