Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Payton is a financial professional with over 13 years of experience in the industry. Jeffrey has a strong background in securities and investment company products. Jeffrey is currently registered with J.P. Morgan Securities LLC and has previously worked for Chase Investment Services Corp. and Nationwide Investment Services Corporation. Jeffrey is licensed to offer securities advice in Ohio. Jeffrey's areas of expertise include financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
01/02/2018 - Present
J.p. Morgan Securities LLC (Columbus OH)
IL
10/01/2012 - 09/21/2016
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
04/11/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
OH
05/21/2008 - 07/26/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
BC
Issued 04/30/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/20/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
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