Merrill
45yrs
Top advisor by experience in Ponte Vedra Beach
6yrs
Jonathan Bottaro
Financial advisor at B&c Financial Advisors
Jonathan Bottaro has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Ponte Vedra Beach, Florida. Jonathan joined B&c Financial Advisors in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Jonathan holds the CFP® designation.
One of 441 advisors with offices in Ponte Vedra Beach, and one of 417 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$1.12 million
Advisors at the firm9
States licensed ?1 state
Services through B&c Financial Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2022 – nowB&c Financial AdvisorsCurrent firm
Contact Jonathan
(904) 273-9850B&c Financial Advisors main office 110 Professional Drive Suite 101Ponte Vedra Beach, FL 32082Office · Get directions Firm websiteHTTP://WWW.BUTENSKYCOHEN.COM
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jonathan
How do I contact Jonathan?
Call B&c Financial Advisors at (904) 273-9850 and ask for Jonathan Bottaro. Jonathan works from the Ponte Vedra Beach, FL office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Jonathan hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jonathan paid?
B&c Financial Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan 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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