Brian P Bott
Investment adviser representative at Edward Jones
11 yearsExperience
1 stateRegistered in
$1TFirm assets
62 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 assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Edward JonesMay 2026 to now
- Vanderbilt SecuritiesMar 2025 to Mar 2026
- Osaic WealthNov 2022 to Mar 2025
- American PortfoliosJun 2022 to Jan 2024
- First National Bank of Long IslandJan 2019 to Jun 2022
- SimplayJan 2017 to Jun 2019
- Leslie's PoolmartAug 2015 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 7590336
- Firm CRD
- 250