JB
JB

John Thomas Batts

18 Years of Experience
Sells Insurance
Areas of Practice
Insurance PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
87 clients
Average Client Portfolio
$79K average
Assets Under Management
$6.9M
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Location

5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is an insurance agent with EPI Protection, LLC since 2020. This activity takes about half of his time, both during and outside of securities trading hours.

Employment History
Current Registrations
Epi Financial Group
March 2020 - Present · 5 yrs 11 mos
Previous Registrations
State Farm Investment Management CORP.
November 2019 - April 2020 · 5 mos
State Farm Vp Management CORP.Broker
August 2008 - April 2020 · 11 yrs 8 mos
Banc One Securities CorporationBroker
March 2000 - May 2001 · 1 yr 2 mos
State Registrations2 states
MITX
Advisor
Exams
No exam information available for this advisor.
John Thomas Batts - Financial Advisor | TrueAdvisor