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Jeff M Batterson

Investment Adviser Representative at LANDOLT SECURITIES, INC.

Park City, UTCRD #2747931Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
30 yrs
States Registered
14 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jeff M. Batterson has worked in the securities industry since 1996. They are registered to provide investment advisory services in 14 U.S. states.

Registrations & licenses

Registration type
Dual-registered
Registered in 14 states
ArizonaCaliforniaColoradoDelawareFloridaIllinoisMichiganNew YorkNorth CarolinaTennesseeUtahVirginiaWashingtonWisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/29/2001
Series 63
Uniform Securities Agent State Law Examination
Passed 7/2/1996
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/27/1996
Series 24
General Securities Principal Examination
Passed 10/9/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $1,000,0002.00%
$1,000,001 to $5,000,0001.75%
Over $5,000,0001.50%
Source

Landolt Securities, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

LANDOLT SECURITIES, INC.Current
2/20/2018Park City, UT
LANDOLT SECURITIES, INC.Current
3/3/2009Park City, UT
LANDOLT SECURITIES, INC.
3/3/200912/31/2017Park City, UT

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeff M Batterson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Jeff M Batterson - Financial Advisor in Park City, UT | AdvisorFinder