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Jonathan Bottaro

B & C Financial Advisors

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About Jonathan Bottaro

Jonathan Bottaro is a financial advisor with B&C Financial Advisors. Jonathan has been in the financial services industry since 2020. Jonathan has a Series 7, 63, and 65 license. Jonathan has experience in various aspects of financial planning, including portfolio management, pension consulting and financial planning.

Firm Information

Jonathan Bottaro is currently registered with B & C Financial Advisors. B&C Financial Advisors is a financial advisor firm based in Ponte Vedra Beach, Florida. They offer financial planning, portfolio management for individuals, and pension consulting. Their services are available to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. The firm manages over $502 million in assets.
B & C Financial Advisors

110 PROFESSIONAL DRIVE

PONTE VEDRA BEACH, FL 32082

$502.70M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jonathan Bottaro’s Registration & Firm History

FL

09/07/2022 - Present

B&C Financial Advisors (PONTE VEDRA BEACH FL)

CA

03/15/2022 - 07/19/2022

SOFI SECURITIES LLC (SAN FRANCISCO CA)

FL

03/23/2021 - 04/20/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)

FL

06/23/2020 - 09/08/2020

FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)

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Licenses & Designations

IA

Issued 08/22/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/01/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/23/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/05/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Bottaro.
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