UBS Financial Services
46yrs
Top advisor by experience in Rochester
15yrs
Michael Booth
Financial advisor at Edward Jones
Based in Rochester, New York, Michael Booth is a fiduciary financial advisor with 15 years of industry experience. Michael joined Edward Jones in 2016, after three years at Cadaret, Grant & CO. and a year at Merrill. Edward Jones offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience15 years (since 2012)
How that compares ?More experience than 65% of advisors at Edward Jones
Office428 Bakers Park At I-Square 2nd Floor, Rochester, NY 14617
FirmEdward Jones
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$246,728
Advisors at the firm24,118
States licensed ?2 states
Services through Edward Jones
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2016 – nowEdward JonesCurrent firm
- 2013 – 2016Cadaret, Grant & CO., Inc.Previously
- Apr 2012 – Aug 2013MerrillPreviously
Contact Michael
Local office(585) 266-3870Ask for Michael. (314) 515-2000Main office · St. Louis, MO 428 Bakers Park At I-Square 2nd FloorRochester, NY 14617Office · Get directions
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Michael’s local office at (585) 266-3870 or the Edward Jones main office at (314) 515-2000, and ask for Michael Booth.
How long has Michael been a financial advisor?
Michael has been in the industry since 2012, about 15 years. More experience than 65% of advisors at Edward Jones.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Edward Jones reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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