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.
Robert Bondiman
- Title
- Head of Advisorsreportedvestgen.comfirm site, Sep 15, 2026
- Years, as the firm states
- 18reportedvestgen.com“Rob Bondiman is the Head of Advisors at VestGen and brings more than 18 years of experience in the investment industry, with a career spanning Fidelity, TIAA, and JPMorgan.”
- Professional profile
- vestgen.com/rob-bondimanreportedvestgen.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Vestgen Advisors, LLC independent RIA currentsince Aug 12, 2025 · Chicago, Il
- J.P. Morgan Securities LLC wirehouseJan 9, 2023 to Jul 23, 2025 · Wheaton, Il
- Fidelity Personal And Workplace Advisors formerOct 5, 2021 to Dec 22, 2022 · Naperville, Il
- J.P. Morgan Securities LLC wirehouseApr 17, 2015 to Sep 12, 2021 · Des Plaines, Il
- Advice And Planning Services BD affiliatedApr 15, 2014 to Apr 21, 2015 · Evanston, Il
- Strategic Advisers LLC national BDAug 3, 2009 to Mar 25, 2014 · Schaumburg, Il
- J.P. Morgan Securities LLC to Vestgen Advisors, LLCleft Jul 23, 2025, registered Aug 12, 2025 (20 days) · Wirehouse to independent RIA
- Fidelity Personal And Workplace Advisors to J.P. Morgan Securities LLCleft Dec 22, 2022, registered Jan 9, 2023 (18 days) · Affiliated broker-dealer or bank to wirehouse
- J.P. Morgan Securities LLC to Fidelity Personal And Workplace Advisorsleft Sep 12, 2021, registered Oct 5, 2021 (23 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
- Advice And Planning Services to J.P. Morgan Securities LLCleft Apr 21, 2015, registered Apr 17, 2015 (-4 days) · Other
- Strategic Advisers LLC to Advice And Planning Servicesleft Mar 25, 2014, registered Apr 15, 2014 (21 days) · Other
- Robert Bondiman left J.P. Morgan Securities Llc for Vestgen Advisors, Llc (registered 2025-08-12)Jul 23, 2025 · Advisor changed firm · fact
- Robert Bondiman left Fidelity Personal And Workplace Advisors for J.P. Morgan Securities Llc (registered 2023-01-09)Dec 22, 2022 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address