Kevin Ott

Financial advisor at Edward Jones · Macomb, MI

Last updated 2026-10-10

Claim your profile

Kevin 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

SEC IAPD record for Kevin Ott

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.

Edward Jones office in Macomb, MI

Open in Google Maps

Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Kevin Ott?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.