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Jason M. Batt CFP®, ChFC®, MBA

Jason M. Batt CFP®, ChFC®, MBA 

Investment Advisor Representative

Jason works with individuals, families, and business owners in all aspects of comprehensive financial planning. His focus on integrity, transparency, and customer service helps ensure that his clients are always provided with the appropriate recommendations based on their goals and best interests.

With over ten years of experience, the premise of Jason's financial planning practice is to educate and jointly work with clients to structure a comprehensive plan that will help clients achieve their financial goals and protect what is most important to them.

About Jason
Jason graduated with a Bachelor of Science in Business Administration from the Trulaske College of Business at the University of Missouri. Furthering his education, he attained a MBA graduate degree from Columbia College. Jason holds the Certified Financial Planner® designation (CFP®) administered by the CFP Board of Standards, Inc. In addition, he holds the advanced financial planning designation of Chartered Financial Consultant® (ChFC®) through the American College. Jason also studied business at IPAG Ecole Supérieure de Commerce, an international business school in Nice, France. He holds Series 6, Series 7, Series 63, and Series 65 securities registrations in addition to life insurance and health insurance licenses.

Jason is a member of the San Diego chapter of the Financial Planning Association. He serves as a volunteer for the Rock Financial Life ministry through the Rock Church in San Diego, which teaches biblical financial principles and practices. He is also active in the University of Missouri Alumni – San Diego chapter. Jason spends his free time riding motorcycles, traveling, playing the trumpet, and enjoys anything sports-related. Jason lives in Mission Valley, San Diego.