Jeff M Batterson

Employer firm

Landolt Securities, Inc. CRD 28352

$138M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2009 → Present
  Landolt Securities Inc.
  Park City, UT

Other Businesses

rental of condo in UT (1420 Deer Valley Dr. Park City) sporadically. Beginning in Nov. 2019, not investment related, 2 hours per month. May 2020 began work as real estate agent with Windermere Real Estate buying and selling real estate. March 2022 licensed to sell insurance with various companies. located at POBox 1417 Park City UT, spend 1 hour per month and during business hours. Torii Asset Management, investment related, 1420 Deervalley Dr. North, Park City UT, advisor providing investment advisory services, beginning Aug 2014, 90% of working hours spent, create monitor and adjust investment accounts

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-05-29
• S63 Uniform Securities Agent State Law Examination
  1996-07-02

Designations

• Certified Financial Planner

Other Names

• Jeffrey Batterson
• Jeffrey M Batterson