Centaurus Financial, Inc
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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
Years of Experience
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Centaurus Financial, Inc Brokerage Details
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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.
Centaurus Financial Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Jason Batt has no disclosures.
Please visit their SEC profile for more details.