Robert Bondiman
Investment adviser representative at Vestgen Advisors, LLC
14 yearsExperience
1 stateRegistered in
$6.7BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Vestgen Advisors, LLCAug 2025 to now
- Private Client ServicesAug 2025 to now
- Vestgen Wealth PartnersJul 2025 to now
- J.P. Morgan Securities LLCJan 2023 to Jul 2025
- Fidelity InvestmentsSep 2021 to Dec 2022
- J.P. Morgan Securities LLCApr 2015 to Sep 2021
- Massachusetts Mutual Life Insurance CoNov 2012 to Mar 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (IL).
Vestgen Advisors, LLC
$6.7BAssets managed
22,790Clients
58Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5509294
- Firm CRD
- 318657