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John Earl Bateman

Cpmg, Inc.

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About John Earl Bateman

John Earl Bateman is a Registered Investment Advisor Representative associated with Cpmg, Inc. located in Dallas, Texas. John Earl Bateman has been in the industry since 1985. John Earl Bateman has registrations in Texas. John Earl Bateman has passed the following securities exams: Uniform Securities Agent State Law Examination, Uniform Combined State Law Examination, Direct Participation Programs Representative Examination, and Investment Company Products/Variable Contracts Representative Examination. John Earl Bateman also holds the Series 63 and Series 66 licenses. John Earl Bateman has experience with Mutual Benefit Financial Service Company. John Earl Bateman specializes in portfolio management for businesses and pooled investment vehicles. John Earl Bateman is a registered representative with Cpmg, Inc.

Firm Information

John Bateman is currently registered with Cpmg, Inc.. Cpmg, Inc. is an investment adviser based in Dallas, TX. The firm provides portfolio management services for businesses and pooled investment vehicles. They manage approximately $1,043,445,000 in regulatory assets under management and primarily serve pooled investment vehicles with 25 clients. The firm also manages $450,000 for one client in the category of educational endowment.
Cpmg, Inc.

4215 WEST LOVERS LANE

DALLAS, TX 75209

$1.04B

Assets Under Management

Not reported

Total Clients

5

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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John Bateman’s Registration & Firm History

TX

05/08/2006 - Present

Cpmg, Inc. (DALLAS TX)

NA

12/19/1985 - 12/21/1987

MUTUAL BENEFIT FINANCIAL SERVICE COMPANY

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Licenses & Designations

BOTH

Issued 07/14/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/1986

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/18/1985

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Earl Bateman.
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