Morgan Elizabeth Bonifazi
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
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.
- Edward JonesDec 2018 to now
- DoordashAug 2018 to Nov 2018
- PostmatesJul 2018 to Sep 2018
- Uber EatsJul 2018 to Jul 2018
- Ministere De L'education NationaleOct 2017 to May 2018
- Cruz Investments & Wealth ManagementJul 2015 to Sep 2017
- The Ohio State UniversityAug 2013 to May 2017
- Graeter's Ice CreamAug 2012 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7043535
- Firm CRD
- 250