Jonathan
Batting
Cetera Advisors LLC
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About this Advisor
Jonathan Batting is a financial advisor who works in Brandon, Florida with 2 years of relevant experience. Batting is on the advisory team at Cetera Advisors LLC. During their career, the advisor has held roles at Citigroup Global Markets Inc, Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association and Cetera Advisors. Batting has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Cetera Advisors LLC is a firm that has its headquarters in Englewood, CO. The investment advisory business has offices in 692 locations and a total of 1,047 advisors. It handles $21 billion in assets under management between its 90,646 accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 294 charities and foundations. Of its 90,646 customer accounts, 26% are held by high-net-worth individuals who have greater than $1 million in investable assets. Cetera Advisors LLC provides a number 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 and educational seminars. Fees for financial advice typically depend on which service is offered. However, fees billed by Cetera Advisors LLC most likely consist of any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cetera Advisors LLC Brokerage Details
$21,227,977,082
1,047
90,646
$234,185
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
- Educational seminars/workshops
Jonathan Batting Work History
Jonathan has been registered as a financial advisor for 2 years.*
Cetera Advisors
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jonathan Batting to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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