Unclaimed
Jeremy Wayne Payton is a financial advisor in Salem, Indiana with over 8 years of experience in the financial services industry. Jeremy Wayne Payton is currently registered with Edward Jones and has been with the firm since January 2016. Prior to joining Edward Jones, Jeremy Wayne Payton worked at LPL Financial LLC in Paoli, Indiana. Jeremy Wayne Payton has also worked at Cetera Investment Services LLC in French Lick, Indiana and Parkland Securities, LLC in New Albany, Indiana. Jeremy Wayne Payton holds the Series 63, Series 66, Series 7 and SIE licenses. Jeremy Wayne Payton is registered to offer advisory services in Indiana, Texas, and other states.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IN
03/04/2024 - Present
Edward Jones (BEDFORD IN)
IN
12/08/2020 - 10/10/2023
LPL FINANCIAL LLC (PAOLI IN)
IN
01/04/2016 - 12/09/2020
EDWARD JONES (Loogootee IN)
IN
05/13/2015 - 12/28/2015
CETERA INVESTMENT SERVICES LLC (FRENCH LICK IN)
IN
04/01/2015 - 04/21/2015
PARKLAND SECURITIES, LLC (NEW ALBANY IN)
MO
11/04/2014 - 02/09/2015
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/18/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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