Unclaimed Profile

Jan David Butensky

BUTENSKY & COHEN FINANCIAL SECURITY INC·PONTE VEDRA BEACH, Florida

Series 7, Series 8, Series 24, Series 63, Series 65Clean record29 years registeredBUTENSKY & COHEN FINANCIAL SECURITY INC

THE BUTENSKY & COHEN BUILDING, PONTE VEDRA BEACH, FL 32082CRD# 720628Firm CRD# 110295

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jan David Butensky · PONTE VEDRA BEACH, FL

Registration

CRD #720628 · BUTENSKY & COHEN FINANCIAL SECURITY INC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BUTENSKY & COHEN FINANCIAL SECURITY INC

B&C FINANCIAL ADVISORS

Apr 1997 – Nov 2018

PONTE VEDRA BEACH, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · April 29, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BUTENSKY & COHEN FINANCIAL SECURITY INC

CRD 110295 · SEC 801-55533

AUM

$503M

Regulatory assets under management

Employees

1,187 client accounts

Services offered by BUTENSKY & COHEN FINANCIAL SECURITY INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BUTENSKY & COHEN FINANCIAL SECURITY INC →

Introduction

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Frequently Asked Questions

What services does Jan David Butensky offer?

Jan David Butensky specializes in Financial Planning, Investment Management.

What are Jan David Butensky's credentials?

Jan David Butensky is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jan David Butensky located?

Jan David Butensky is based in PONTE VEDRA BEACH, Florida, last registered with BUTENSKY & COHEN FINANCIAL SECURITY INC.

How does Jan David Butensky charge for services?

Jan David Butensky's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BUTENSKY & COHEN FINANCIAL SECURITY INC?

BUTENSKY & COHEN FINANCIAL SECURITY INC has approximately 10 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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