Unclaimed
John Robert Bonnemort is a financial advisor with Fidelity Personal And Workplace Advisors. John has been in the financial services industry since 2013. John has a wide range of experience and expertise in providing financial advice to individuals, businesses, and institutions. John is registered with the state of Texas and Utah. John has offices in Salt Lake City, Utah. John is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
UT
08/09/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
IL
08/17/2020 - 05/03/2021
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
UT
01/08/2020 - 01/28/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (SALT LAKE CITY UT)
UT
01/15/2016 - 03/15/2019
LINCOLN FINANCIAL ADVISORS CORPORATION (SALT LAKE CITY UT)
UT
07/23/2013 - 01/19/2016
EDWARD JONES (SALT LAKE CITY UT)
BOTH
Issued 08/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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