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JB

Jonathan Bottaro

B&C FINANCIAL ADVISORS
PONTE VEDRA BEACH, FL 32082
Some features on this profile are disabled
CRD#: 7239103
JB

Professional summary

Jonathan Bottaro, who also goes by Jonathan Joseph VIncent Bottaro, is a registered financial advisor currently at B&C FINANCIAL ADVISORS located in Ponte Vedra Beach, Florida.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jonathan has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jonathan Joseph Vincent Bottaro

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Bottaro's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 7, 2022 - Present

B&C FINANCIAL ADVISORS

Office #1: 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
RIA
CRD#: 110295
PONTE VEDRA BEACH, FL
Past

March 15, 2022 - July 19, 2022

SOFI SECURITIES LLC

BD
CRD#: 151717
SAN FRANCISCO, CA
Past

March 23, 2021 - April 20, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

June 23, 2020 - September 8, 2020

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BF
B&C FINANCIAL ADVISORS
B&C FINANCIAL | BUTENSKY & COHEN FINANCIAL SECURITY INC | B&C FINANCIAL ADVISORS

CRD#: 110295 / SEC#: 801-55533

RIA
Registered Investment Advisory firm - (5/13/1998 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(9/7/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 8/22/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/1/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/23/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2020
Securities Industry Essentials Examination

Current Firm

BF
B&C FINANCIAL ADVISORS
B&C FINANCIAL | BUTENSKY & COHEN FINANCIAL SECURITY INC | B&C FINANCIAL ADVISORS

CRD#: 110295 / SEC#: 801-55533

RIA
Registered Investment Advisory firm - (5/13/1998 Approved)
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Contact information

Main Address
110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
Mailing Address
Phone number
(904) 273-9850
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (12 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE - ADV PART 2 (2/25/2025)

Regulatory assets under management

Total Number of Accounts1,257
AUM (Assets Under Management)$ 546,222,099

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
05/21/2025
Cover Page
Report
10/21/2024
Cover Page
Report
11/30/2023
Cover Page
Report
01/19/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

B&C FINANCIAL ADVISORS

CRD#: 110295Ponte Vedra Beach, FL 32082

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