Firm profile

JOBS PEAK ADVISORS

CRD 286080Latest ADV March 17, 2026

Jobs Peak Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 17, 2026, reports $73.6B in regulatory assets under management, 1 employee, and 3 accounts.

Assets Under Management
$73.6B
Employees
1
Offices
--
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJulia K. Bonafede

Advisory services offered

1 types reported
Pension consulting services

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$73.6Bas of March 17, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$73.6B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$73.6B
Total Accounts3
10Y AUM Change+$37.7B (+105.0%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees1
Clients per Employee
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.