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Jonas Alina Regondola

Investment adviser representative at Bankers Life Advisory Services, Inc.
10 yearsExperience
1 stateRegistered in
$2.5BFirm assets
10 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 assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Bankers Life Advisory Services, Inc.Apr 2026 to now
  2. Bankers Life & Casualty, IncMay 2024 to now
  3. Portal | Footwear and Apparel Boutique (mohegan Sun)Sep 2023 to Nov 2023
  4. Three Rivers Community CollegeAug 2023 to Dec 2023
  5. Cream CoffeeMay 2023 to Apr 2025
  6. UnemployedJan 2016 to Aug 2023

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (CT).

Bankers Life Advisory Services, Inc.

$2.5BAssets managed
14,314Clients
533Advisers
10 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
8198840
Firm CRD
281285
Advisor's SEC record (opens in a new tab)
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