Brian P Bott
Financial advisor at Edward Jones · Bayside, NY
Last updated 2026-10-10
Claim your profileBrian P Bott is a financial advisor at Edward Jones in Bayside, NY, CRD 7590336. Licenses and exams on the registration: Series 66. IAPD registration began 2026-05-27.
Registration
- CRD number
- 7590336
- Registration status
- Active
- IAPD registration
- 2026-05-27
- Industry Experience
- 0 years
- Work Experience
- 11 years
- States registered
- NY
Licenses and exams
- Series 66
Work history
- 2026-05 to Present · Edward Jones · St. Louis, MO
- 2025-03 to 2026-03 · Vanderbilt Securities · Woodbury, NY
- 2022-11 to 2025-03 · Osaic Wealth · Scottsdale, AZ
- 2022-06 to 2024-01 · American Portfolios · Holbrook, NY
- 2019-01 to 2022-06 · First National Bank of Long Island · Sayville, NY
- 2017-01 to 2019-06 · Simplay · Hauppauge, NY
- 2015-08 to 2017-01 · Leslie's Poolmart · East Islip, NY
Current employment
- Edward Jones · St. Louis, MO
Edward Jones
- Regulatory AUM
- $1,013,608,323,988
- Registered advisors
- 24,147
- Offices
- 15,412
- Clients per advisor
- 168.5 (High)
- Average AUM per client
- $249.1K (Low)
- High-net-worth client ratio
- 9.2% (Low)
Edward Jones: advisors, services and reported ETF investments
About
Brian P Bott is a financial advisor at Edward Jones in Bayside, NY. Reported securities licenses include Series 66. The latest record indicates less than 1 year of industry experience and 11 years of reported work history. Reported roles include Vanderbilt Securities, Osaic Wealth, American Portfolios, First National Bank of Long Island, among others.
Edward Jones' firm-level Form ADV reports 24,147 advisors across 15,412 offices; approximately 168.5 clients per advisor, average assets per client of $249,085, and regulatory AUM of $1T; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
What this firm offers
Filed by Edward Jones on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
Location
213-33 39th Avenue, Bayside, NY 11361-2067
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
Are you Brian P Bott?
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