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JB

John R. Battoe

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CRD#: 847770
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Ross Battoe MR., who also goes by John Ross Battoe, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1978. John had worked at 22 firms and has passed the Series 65, Series 63, Series 5, Series 15, Series 7, Series 24, Series 8 and Series 4 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


John Ross Battoe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 14, 2011 - December 31, 2021

HERMES ECONOMETRICS

RIA
CRD#: 113643
NOVATO, CA
Past

July 28, 2009 - December 31, 2009

HERMES ECONOMETRICS

RIA
CRD#: 113643
SUN CITY, AZ
Past

January 2, 2004 - July 19, 2007

BROOKSTREET SECURITIES CORPORATION

RIA
CRD#: 14667
SUN CITY, AZ
Past

October 21, 2003 - July 19, 2007

BROOKSTREET SECURITIES CORPORATION

BD
CRD#: 14667
SUN CITY, AZ
Past

April 25, 2002 - April 7, 2003

INDEPENDENT FINANCIAL GROUP, LLC

BD
CRD#: 7717
SAN DIEGO, CA
Past

August 23, 2001 - April 25, 2002

GRANITE CAPITAL MANAGEMENT

BD
CRD#: 44061
THOUSAND OAKS, CA
Past

August 28, 1999 - August 28, 2001

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
ST. LOUIS, MO
Past

October 7, 1998 - September 2, 1999

MACARTHUR STRATEGIES, INC.

BD
CRD#: 20678
IRVINE, CA
Past

September 12, 1997 - August 27, 1998

EQUITY PROGRAMS CORPORATION

BD
CRD#: 6100
SAN DIEGO, CA
Past

October 23, 1996 - January 1, 1997

WALDRON & CO., INC.

BD
CRD#: 868
IRVINE, CA
Past

May 23, 1996 - October 31, 1996

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
OVERLAND PARK, KS
Past

June 27, 1995 - March 29, 1996

WMA SECURITIES, INC.

BD
CRD#: 32625
DULUTH, GA
Past

December 22, 1993 - May 9, 1995

FFP SECURITIES, INC.

BD
CRD#: 16337
CHESTERFIELD, MO
Past

September 25, 1992 - October 21, 1992

AEGON USA SECURITIES INC.

BD
CRD#: 13302
CEDAR RAPIDS, IA
Past

June 29, 1992 - August 5, 1996

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
DALLAS, TX
Past

October 4, 1991 - May 6, 1992

L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC

BD
CRD#: 14152
IRVINE, CA
Past

October 1, 1990 - April 24, 1991

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 15, 1989 - September 27, 1990

SPELMAN & CO., INC.

BD
CRD#: 10232
PHOENIX, AZ
Past

September 15, 1987 - March 20, 1989

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD
CRD#: 76
Past

December 27, 1982 - October 9, 1987

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
Past

June 21, 1979 - January 4, 1983

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
Past

January 5, 1979 - July 19, 1979

KEY SECURITIES INCORPORATED

BD
CRD#: 7625
Past

February 24, 1978 - January 18, 1979

MORGAN STANLEY DW INC.

BD
CRD#: 7556
Past

January 3, 1978 - February 24, 1978

DEAN WITTER & CO. INCORPORATED

BD
CRD#: 6466

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 9/4/2009
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 5
Date: 4/22/1986
Interest Rate Options Examination
General Industry/Product Exam
RR
Series 15
Date: 10/13/1983
Foreign Currency Options Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 6/8/1987
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


HE
HERMES ECONOMETRICS
HERMES ECONOMETRICS | MAIA LAURA MCGEHEE

CRD#: 113643 / SEC#: 801-60403

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Contact information


Main Address
1615 Hill Road Suite 21, Novato, CA 94947-4304
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HERMES ECONOMETRICS

CRD#: 113643

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