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Partner, Investment Advisor Representative · One-Up Financial

Janel M. Bonsell

CRD 8010226 · Named on Form ADV at one SEC-registered adviser

At a glance

One-Up Financial, an SEC-registered wealth manager based in Erie, PA with $107 million in regulatory assets, lists Janel M. Bonsell on its Form ADV as Partner, Investment Advisor Representative.

Firms and roles

  • One-Up FinancialPartner, Investment Advisor RepresentativeWealth manager · Erie, PA · $107M in regulatory assets

AtlasMembers

Janel’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Janel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.