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Our financial advice team


Jason Batchelder

Jason Batchelder

Financial Advisor

Managing Partner of
TruVista Wealth Advisors
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Employee Stock Options
  • Small Business

Interests

  • Family
  • Friends
  • Golf
  • Boating
  • Bowling
  • Attending Football, Baseball & Basketball Games

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2020

Qualifications

  • Series 7
  • Series 66
  • Life, Accident and Health Ins.
  • Long Term Care

Education

  • Bachelor of Arts, Michigan State University, East Lansing, Michigan 2000-2004