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Joseph Bonadies

Investment adviser representative at Advisory Advocates in Grand Rapids, MI

Investment adviser registrationUpdated

Joseph Bonadies is an investment adviser representative at Advisory Advocates LLC, an investment adviser managing $159M, and works from its Grand Rapids, MI office. Joseph Bonadies has been registered through Advisory Advocates since 3 June 2025, has 3 years in the industry across 2 firms and has passed the SIE, Series 7TO and Series 66.

3
Years in industry
1
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Joseph Bonadies has been an investment adviser representative at Advisory Advocates since June 2025, and is not listed among the firm’s executive officers or direct owners.

Advisory Advocates LLC is a Grand Rapids, MI firm with $159M under management, 249 clients and 7 advisers across 4 offices, as of its March 2026 filing.

Joseph Bonadies’ longest registration was 2 years at L.M. Kohn & Company (2023–2025). Before joining Advisory Advocates in 2025, Joseph Bonadies was registered through L.M. Kohn & Company.

  1. – present · 1 year
    Grand Rapids, MI · Adviser representative · Firm CRD 284100
  2. L.M. Kohn & Company
    – · 2 years
    Holland, MI · Adviser representative · Firm CRD 27913

Credentials and registrations

Investment adviser representative registrations

Joseph Bonadies is registered as an investment adviser representative in Michigan, since June 2025.

  • MichiganSince 3 June 2025

Examinations

Series 669 August 2023
Name
Uniform Combined State Law Examination
Series 7TO5 June 2023
Name
General Securities Representative Examination
SIE14 November 2022
Name
Securities Industry Essentials Examination

Key facts

Full name
Joseph Thomas Bonadies
CRD
7678021
Firm
Advisory Advocates · CRD 284100
Office
4981 CASCADE ROAD, SUITE C, Grand Rapids, MI 49546
Registration
Investment adviser registration
In the industry since
June 2023
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Joseph Bonadies work?

Joseph Bonadies is an investment adviser representative registered through Advisory Advocates LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Joseph Bonadies a financial advisor?

Yes. Joseph Bonadies has a current investment-adviser registration in Michigan, through Advisory Advocates since June 2025.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Joseph Bonadies have?

Joseph Bonadies has 3 years in the financial industry, since June 2023, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Joseph Bonadies passed?

Joseph Bonadies has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in November 2022.

Source: IAPD individual record, checked 22 October 2026

Where is Joseph Bonadies based?

Joseph Bonadies’ registered office is in Grand Rapids, MI.

Source: IAPD individual record, checked 22 October 2026

Is Joseph Bonadies registered with FINRA?

No. Joseph Bonadies has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Joseph Bonadies’ record?

Search CRD 7678021 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joseph Bonadies’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Advisory Advocates

Sources

  1. IAPD individual record, CRD 7678021, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Advisory Advocates LLC, filed 23 March 2026. Executive officers and direct owners; this person is not among them.