Jason
Batt

Centaurus Financial, Inc

CRD#5011651
Investment Advisor
in San Diego, CA
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About this Advisor

Jason Batt is a certified financial planner and chartered financial consultant operating in San Diego, California, with 10 years of work experience. Batt is currently employed by Centaurus Financial, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Metlife, Bank Of America, N.A and Centaurus Financial Inc. Batt maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Arizona, California, Missouri, South Dakota, Hawaii, North Dakota and Texas. Centaurus Financial, Inc is a registered investment business that has its headquarters in San Diego, California. The firm has offices in 275 locations and a total of 611 advisors. It manages $2 billion in total assets among its 11,933 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Centaurus Financial, Inc has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees charged by financial advisors typically are based on which service is provided. Fees billed by Centaurus Financial, Inc likely consist of any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

3465 Camino Del Rio South Suite #250
San Diego, CA 92108

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$2,266,210,690

CA Average: $7,578,581,321
Total Number of Employees

611

CA Average: 43
Total Number of Accounts

11,933

CA Average: 3,727
Average Account Size

$189,911

CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

Jason Batt Work History

Jason has 10 years of experience.

2015 - Present (4 years)

Centaurus Financial Inc

2012 - 2015 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2015 (3 years)

Bank Of America, N.A

2008 - 2012 (4 years)

Metlife

Disclosures

Jason Batt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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