Unclaimed
Jeffrey Bonynge is a registered representative at Managed Asset Portfolios, LLC in Rochester, Michigan. Jeffrey is a registered Investment Advisor Representative with the state of Michigan. Jeffrey has been in the industry since 2018, starting at Edward Jones. Jeffrey earned his Series 7TO, SIE and Series 66 licenses in 2018. In addition to Jeffrey's work at Managed Asset Portfolios, LLC, Jeffrey supports the firm's compliance efforts.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for trusts and offshore vehicles; model
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MI
04/05/2019 - Present
Managed Asset Portfolios, LLC (ROCHESTER MI)
MI
11/19/2018 - 03/12/2019
EDWARD JONES (ROCHESTER MI)
BOTH
Issued 12/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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