Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jon? Claim Your ProfileJon Payne is a registered representative with Independent Financial Group, LLC, with 26 years of experience in the financial services industry. Jon has a broad range of experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Jon has earned the Series 6, Series 7, and Series 63 licenses, as well as the Securities Industry Essentials Examination. Jon is registered with the state of California, Arizona, Hawaii, Indiana, Iowa, Nevada, Oklahoma, Texas, Utah, Virginia and Washington. Jon is also a Registered Representative with FINRA. Jon previously worked with Capital Financial Services, Inc., ARM Securities Corporation and Pension Planners Securities, Inc. Jon has a proven track record of providing comprehensive financial advice to individuals and businesses.
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.
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
07/15/2016 - Present
Independent Financial Group, LLC (Fresno CA)
CA
06/02/2003 - 07/20/2016
CAPITAL FINANCIAL SERVICES, INC. (FRESNO CA)
ND
07/31/2002 - 06/02/2003
ARM SECURITIES CORPORATION (MINOT ND)
CA
08/04/1998 - 08/01/2002
PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)
BC
Issued 07/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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