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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 almost 20 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 an MBA graduate degree from Columbia College, and studied business at IPAG Ecole Supérieure de Commerce, an international business school in Nice, France. 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®). He holds Series 6, Series 7, Series 63, and Series 65 securities registrations in addition to life insurance and health insurance licenses.

Since 2007, Jason has served as a Christian volunteer in financial ministry in various leadership, coaching, and teaching capacities.  Jason is a member of the San Diego chapter of the Financial Planning Association.  He is also a Certified Kingdom Advisor (CKA®), and a member of the San Diego chapter of Kingdom Advisors, an organization for Christian financial professionals.  He has taught Personal Finance as an adjunct professor at San Diego Christian College and Kyoto International University in Kyoto, Japan.  On a personal note, Jason enjoys sailing, riding motorcycles, playing the trumpet, and spending time with his family and lovely wife, Rona.