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.
SEC-registered adviser
Jobs Peak Advisors
Legal name Jobs Peak Advisors, LLC
Latest filing Mar 17, 2026
First filing on the tape Nov 23, 2016 · 16 filings
SEC status approved since Dec 14, 2016
RAUM
$74B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$74B
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
16 filings and snapshots on the tape
RAUM$74B as of Mar 17, 2026
Feb 2, 2017$36B then
HNW client RAUM: no history
State-registered IARs (5.B.3)1 as of Mar 17, 2026
Feb 2, 20171 then
Employees (5.A)1 as of Mar 17, 2026
Feb 2, 20171 then
Private funds: no history
RAUM n/a over the last fiscal yearIARs 0 to 1
Practice profile
derived from the filing of Mar 17, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- RAUM per advisor
- $74BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $25BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 0.0%derivedof RAUM
- Institutional
- 100%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- unknownderivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- pension consultingreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pension and profit-sharing plans$74B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 3reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Julia Kathleen BonafedeChartered Financial Analyst | Gardnerville, Nv | Aug 18, 2017 | 10 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Kathleen Julia Bonafede · Managing Member And Chief Compliance Officercontrolsince 03/2016 · owns less than 5%
- Kathleen Julia Bonafede · Managing Membercontrolsince 01/2021 · owns 75% or more of Bonafede Family Trust
Entity owners
- Bonafede Family Trust · Ownerdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- low discretionary shareStatic outlier · filing Mar 17, 2026discretionary share of RAUM of 0% against a peer median of 99% (90 comparable advisers, 0.0th percentile, 33.3 robust deviations)peers: institutional managers, $20B and over (90) · 0.0% percentile
What changed
consecutive filings, newest first
- Accounts · 0 to 3Mar 13, 2025 to Mar 17, 2026
- State-registered IARs · 0 to 1Mar 13, 2025 to Mar 17, 2026
- Non-discretionary RAUM · $0 to $74BMar 13, 2025 to Mar 17, 2026
- Pension RAUM · unset to 73580436769.0Mar 13, 2025 to Mar 17, 2026
- RAUM · $0 to $74BMar 13, 2025 to Mar 17, 2026
- Accounts · unset to 0.0Mar 4, 2024 to Mar 13, 2025
- Financial planning clients · 0 to 0Mar 4, 2024 to Mar 13, 2025
- HQ city · unset to Mar 4, 2024 to Mar 13, 2025
- HQ state · unset to Mar 4, 2024 to Mar 13, 2025
- Discretionary RAUM · unset to 0.0Mar 4, 2024 to Mar 13, 2025
- Non-discretionary RAUM · unset to 0.0Mar 4, 2024 to Mar 13, 2025
- RAUM · unset to 0.0Mar 4, 2024 to Mar 13, 2025
- Insurance-licensed employees · 1 to 0May 23, 2022 to Feb 9, 2023
- State-registered IARs · 1 to 0May 23, 2022 to Feb 9, 2023
- Insurance-licensed employees · 0 to 1Aug 14, 2017 to Feb 13, 2018
- Other offices · unset to 0.0Aug 14, 2017 to Feb 13, 2018
- Accounts · 3.0 to unsetFeb 2, 2017 to Aug 14, 2017
- Discretionary RAUM · 0.0 to unsetFeb 2, 2017 to Aug 14, 2017
- Non-discretionary RAUM · 35900000000.0 to unsetFeb 2, 2017 to Aug 14, 2017
- RAUM · 35900000000.0 to unsetFeb 2, 2017 to Aug 14, 2017
- Accounts · 1 to 3Dec 16, 2016 to Feb 2, 2017
- Organization form · Limited Liability Partnership to Limited Liability CompanyDec 16, 2016 to Feb 2, 2017
- Non-discretionary RAUM · $35B to $36BDec 16, 2016 to Feb 2, 2017
- RAUM · $35B to $36BDec 16, 2016 to Feb 2, 2017
- Accounts · 0 to 1Dec 14, 2016 to Dec 16, 2016
- Non-discretionary RAUM · $0 to $35BDec 14, 2016 to Dec 16, 2016
- RAUM · $0 to $35BDec 14, 2016 to Dec 16, 2016
Signals
2 dated events
- Julia Kathleen Bonafede no longer holds an investment adviser registration (last listed at Jobs Peak Advisors on the 2026-09-15 feed)Sep 15, 2026 · Advisor registration ended · derived
- Jobs Peak Advisors filed its initial SEC registration (Form ADV)Nov 23, 2016 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Principal office phone
- 775-781-3656reportedpublic record, Form ADV, Mar 4, 2024
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Institutional managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $74Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026