Kevin Ott
Financial advisor at Edward Jones · Macomb, MI
Last updated 2026-10-10
Claim your profileKevin Ott is a financial advisor at Edward Jones in Macomb, MI, CRD 7135658. Licenses and exams on the registration: Series 66. IAPD registration began 2019-09-03.
Registration
- CRD number
- 7135658
- Registration status
- Active
- IAPD registration
- 2019-09-03
- Industry Experience
- 7 years
- Work Experience
- 13 years
- States registered
- MI, TX
Licenses and exams
- Series 66
Designations
- Chartered Financial Consultant
Work history
- 2019-07 to Present · Edward Jones · St. Louis, MO
- 2013-06 to 2019-07 · US Coast Guard Air Station Detroit · Mount Clemens, MI
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
Kevin Ott is a Chartered Financial Consultant financial advisor at Edward Jones in Macomb, MI. Reported securities licenses include Series 66. The latest record indicates 7 years of industry experience and 13 years of reported work history. Reported roles include US Coast Guard Air Station Detroit.
SEC disclosures list additional business and community activities: Rv Share And Outdoorsy Type Of Business: Rv Rental Macomb; "lifetime Fitness Type: Coaching Date: 09/20/21 Title: Assistant Swim Coach Trad Hrs: 0 Tot Hrs: 3 Desc: Coaching Swim Technique As An Assistant Coach City-State: Shelby Twp Mi"; "lake Orion High School Type: Water Polo Coach Date: 08/12/24 Title: Head Coach Hours Per Week: 10 Hours During Trading: 0 Desc: Develop Player Skills Coach Games/practices Evaluate Program For Improvements And Equipment Needs City-State: Orion Twp Mi".
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
45200 Card Rd Suite 114, Macomb, MI 48044
1 advisor at this office.
Contact
The firm's filed contact details.
Official record
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