Jonathan Bottaro
Investment adviser representative at B&c Financial Advisors
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$626MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- B & C Financial AdvisorsJul 2022 to now
- Sofi Securities LLCApr 2021 to Jul 2022
- Sofi Wealth LLCApr 2021 to Jul 2022
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2021 to Apr 2021
- LandstarJan 2021 to Feb 2021
- PublixNov 2020 to Nov 2020
- Fidelity Brokerage Services LLCMar 2020 to Sep 2020
- Allied Adjusters Inc.Jan 2019 to Jan 2021
- Vystar Credit UnionSep 2013 to Dec 2018
- University of North FloridaMay 2011 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (FL).
B&c Financial Advisors
Legal name: Butensky & Cohen Financial Security Inc
$626MAssets managed
543Clients
9Advisers
28 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
- 7239103
- Firm CRD
- 110295