Jason Batrez (CRD# 5330410) is an Investment Advisor Representative working at Pnc Investments in Prattville, AL and has over 16 years of experience in the finance industry. Jason Batrez has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2625151
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6136995
Edward Jones
CRD# 1844516
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Pnc Investments | Pittsburgh, PA | Aug 2021 - Current | 2 |
Bbva Securities Inc. | Montgomery, AL | Jan 2020 - Aug 2021 | 1 |
Bbva Insurance Agency, Inc. | Austin, TX | Jan 2020 - Aug 2021 | 1 |
Bbva Usa | Birmingham, AL | Jan 2020 - Aug 2021 | 1 |
Bbva Wealth Solutions, Inc. | Montgomery, AL | Jan 2020 - Aug 2021 | 1 |
Progressive Insurance | Montgomery, AL | Nov 2019 - Jan 2020 | < 1 |
Unemployed | Elmore, AL | Sep 2019 - Nov 2019 | < 1 |
Td Ameritrade Inc. | Montgomery, AL | Feb 2018 - Sep 2019 | 1 |
Td Ameritrade Investment Management, LLC | Montgomery, AL | Feb 2018 - Sep 2019 | 1 |
Scottrade Inc. | Montgomery, AL | Sep 2013 - Feb 2018 | 4 |
Scottrade Investment Management | Saint Louis, MO | Sep 2013 - Feb 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Aug 2007 |
- AL
-
Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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