B&c Financial Advisors

B&c Financial Advisors (CRD# 110295) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $250,280,049 in 928 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    250
    MILLION
  • Total Number of Accounts
    928
    ACCOUNTS
  • Average Account Value
    $269,698
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, NJ, NY, TX, VA

Financial Advisors at B&c Financial Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Allan A. Cohen
CRD#: 720627
The Butensky & Cohen Building, 110 Professional Drive, Ponte Vedra Beach, FL 32082
96
Wealthminder
score

Allan Cohen (CRD# 720627) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 34 years of experience in the finance industry. Allan Cohen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jacqueline A. Bos
CRD#: 2493047
The Butensky & Cohen Building, 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Jacqueline Bos (CRD# 2493047) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 22 years of experience in the finance industry.

3
Jan D. Butensky
CRD#: 720628
The Butensky & Cohen Building, 110 Professional Drive, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Jan Butensky (CRD# 720628) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 33 years of experience in the finance industry.

4
Thomas L. Ellis
CRD#: 4448624
The Butensky & Cohen Building, 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Thomas Ellis (CRD# 4448624) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 15 years of experience in the finance industry.

5
Sean Guldi
CRD#: 5671586
The Butensky & Cohen Building, 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Sean Guldi (CRD# 5671586) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 7 years of experience in the finance industry.

6
Adam M. Howard
CRD#: 6024573
The Butensky & Cohen Building, 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
90
Wealthminder
score

Adam Howard (CRD# 6024573) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 4 years of experience in the finance industry.

7
Adam T. Oerther
CRD#: 6129731
The Butensky & Cohen Building, 110 Professional Drive Suite 101, Ponte Vedra Beach, FL 32082
90
Wealthminder
score

Adam Oerther (CRD# 6129731) is an Investment Advisor Representative working at B&c Financial Advisors in Ponte Vedra Beach, FL and has over 4 years of experience in the finance industry.

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