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Jeff B
CFP®, Series 63, Series 65
Park City, UT
Landolt Securities, Inc.
Jeff Batterson is a financial advisor with Landolt Securities, Inc. in Park City, Utah, holding the CFP® designation and Series 63 and 65 licenses. He has 30 years of industry experience, including 17 years with Landolt Securities. Outside of his advisory role, he is licensed to sell insurance and works as a real estate agent with Windermere Real Estate. Landolt Securities provides investment management and consulting services to individuals, trusts, estates, corporations, and other entities, managing $137.8 million in regulatory assets. The firm focuses on fundamental analysis, with a majority of client assets invested in small-cap growth stocks, and offers both discretionary and non-discretionary portfolio management.
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