JB
CFP
JB
CFP

John Botrous

13 Years of Experience
Westlake Village, CA
Broker

John Botrous is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Westlake Village, CA, with 13 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

250 N Westlake Blvd Ste 200, Westlake Village, CA, 91362

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
June 2025 - Present · 11 mos
Ameriprise Financial Services, LLC
June 2025 - Present · 11 mos
Previous Registrations
Edward Jones
February 2020 - June 2025 · 5 yrs 4 mos
Edward JonesBroker
February 2020 - June 2025 · 5 yrs 4 mos
Independent Financial Group, LLCBroker
November 2019 - January 2020 · 2 mos
Independent Financial Group, LLC
November 2019 - January 2020 · 2 mos
TD Ameritrade, INC.
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade, INC.Broker
February 2018 - September 2019 · 1 yr 7 mos
TD Ameritrade Investment Management, LLC
February 2018 - September 2019 · 1 yr 7 mos
Scottrade Investment Management
August 2016 - February 2018 · 1 yr 6 mos
Scottrade, INC.Broker
March 2014 - February 2018 · 3 yrs 11 mos
Morgan Stanley
June 2013 - February 2014 · 8 mos
Morgan StanleyBroker
May 2013 - February 2014 · 9 mos
J.P. Morgan Securities LLCBroker
October 2012 - January 2013 · 3 mos
Chase Investment Services CORP.Broker
August 2011 - October 2012 · 1 yr 2 mos
State Registrations6 states
AZCANCNYTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.