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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Allan Torrey-payne is a financial advisor at Raymond James & Associates, Inc. Jason has been in the industry since 1997 and has experience in both investment advisory and brokerage services. Jason is registered with the states of California and Texas, and is a Series 7, 9, 10, 52, 63, and 65 licensed individual. Jason specializes in providing financial advice to individuals, businesses, and institutions. In addition to their work at Raymond James, Jason also helps clients with credit union related forms.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/06/2025 - Present
Raymond James & Associates, Inc. (Pasadena CA)
NJ
03/16/2001 - 02/02/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MI
08/18/1997 - 03/27/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 02/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/09/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/15/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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