Advisor at Bon Investments, LLC
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Firm
Bon Investments, LLC
Location
Acton, MA
Credentials
CFA®, Series 63
Industry experience
22 years
Jeffrey Bonvallat is a CFA® charterholder with 22 years of industry experience. He has been the sole advisor at Bon Investments, LLC since 2003. The firm is an independent, single-advisor registered investment adviser based in Acton, MA. Bon Investments, LLC provides portfolio management services primarily to individual clients, managing approximately $67.94 million in assets across about 60 accounts. The firm focuses on ongoing portfolio oversight and typically serves clients with larger individual portfolios, maintaining a more concentrated client base than many independent advisers.
Based on Bon Investments, LLC
Acton, MA
Massachusetts · Texas
Bon Investments, LLC
2003 - Present (23 years)
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