Jeffrey Bonvallat
Bon Investments · Acton, Massachusetts
Jeffrey Bonvallat is a fee-only financial advisor at Bon Investments in Acton, Massachusetts, who holds the CFA credential. Jeffrey charges a percentage of assets.
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Facts
| Firm | Bon Investments |
|---|---|
| Based in | Acton, Massachusetts |
| Fee model | Percentage of assets |
| Assets under management | $75.5M across 92 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 2147082 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.boninvestments.com |
How Jeffrey's firm compares
- Bon Investments's average account is about $820,000, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Jeffrey
Is Jeffrey Bonvallat a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Bon Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey charges a percentage of assets.
Where is Jeffrey Bonvallat based?
Jeffrey Bonvallat is based in Acton, Massachusetts.
What credentials does Jeffrey Bonvallat hold?
Jeffrey Bonvallat holds the CFA credential.
Is Jeffrey Bonvallat registered with the SEC?
Yes. Jeffrey Bonvallat is registered as an investment adviser representative in MA and TX (CRD 2147082), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Bon Investments manage?
Bon Investments reports $75.5M across 92 accounts in assets under management.
How do I contact Jeffrey Bonvallat?
Through Jeffrey's website, www.boninvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Bon Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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