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Jason Richard Batliner

Performance Trust Capital Partners, LLC

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About Jason Richard Batliner

Jason Batliner is a financial advisor with Performance Trust Capital Partners, LLC. Jason holds Series 63, SIE, and Series 7 licenses, and is registered to conduct business in Illinois and Texas. Jason has been in the financial services industry since 2013.

Firm Information

Jason Batliner is currently registered with Performance Trust Capital Partners, LLC. Performance Trust Capital Partners, LLC is a Limited Liability Company formed on October 6, 2006. The firm is registered in all 50 states plus the District of Columbia and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

219

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jason Batliner’s Registration & Firm History

TX

08/27/2013 - Present

Performance Trust Capital Partners, LLC (Dallas TX)

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Licenses & Designations

BC

Issued 10/31/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Jason Richard Batliner. Review regulatory record here.
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