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Jason B

CFP®, ChFC®, Series 63, Series 65

Lee's Summit, MO

Centaurus Financial, Inc.

Jason Batt is a CFP® and ChFC® with 21 years of industry experience. He has been with Centaurus Financial, Inc. since 2015. Outside of his advisory role, Jason serves as an adjunct professor at San Diego Christian College and Kyoto International University, teaching undergraduate courses and developing course materials. He is also president and CEO of Open Door Financial, a non-investment related business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, and institutions. The firm offers a mix of financial planning, portfolio management, and retirement-plan consulting, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and specialized services.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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