Jefferson Batt
Jefferson Batt is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mchenry, IL, with 22 years of industry experience. Jefferson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4310 W. Crystal Lake Road, Ste H, Mchenry, IL, 60050
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jefferson is the president of Batt Financial Group, Inc. and McHenry Financial, selling insurance, securities, and investment products, dedicating full-time hours. He is also an independent insurance agent selling fixed insurance products, spending about 10-20% of his time, and a property owner renting office space, spending minimal time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 states
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