DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jeffrey Bonafe
Feed of 09/14/2026
Also filed as Jeffrey L Bonafe
At current firm
5 y
since Jan 7, 2021
In the industry
19 y
since Mar 23, 2007 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Fidelity Institutional Wealth Adviser LLC mixed wealth currentsince Jan 7, 2021 · Las Vegas, Nv
- Morgan Stanley wirehouseFeb 9, 2015 to Oct 29, 2020 · Los Angeles, Ca
- Natixis Advisors, LLC BD affiliatedMay 10, 2012 to Oct 6, 2014 · Boston, Ma
- Morgan Stanley wirehouseJun 1, 2009 to Feb 27, 2012 · Purchase, Ny
- Citigroup Global Markets Inc. BD affiliatedOct 23, 2007 to Jun 1, 2009 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- Morgan Stanley to Fidelity Institutional Wealth Adviser LLCleft Oct 29, 2020, registered Jan 7, 2021 (70 days) · Other
- Natixis Advisors, LLC to Morgan Stanleyleft Oct 6, 2014, registered Feb 9, 2015 (126 days) · Other
- Morgan Stanley to Natixis Advisors, LLCleft Feb 27, 2012, registered May 10, 2012 (73 days) · Other
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address