Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Travis Payne is a registered investment advisor representative with Oppenheimer & Co. Inc. Jonathan has been in the industry since 1999. Jonathan is registered with the state of North Carolina as an investment advisor representative. Before joining Oppenheimer & Co. Inc., Jonathan worked at Stanford Group Company and UBS Financial Services Inc.. Jonathan has passed the Series 65, Series 66, Series 7 and SIE exams. Jonathan specializes in portfolio management for individuals, businesses, and pooled investment vehicles. Jonathan has experience in financial planning, pension consulting, and selection of other advisors. Jonathan is also registered with the state of North Carolina as an investment advisor representative.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NC
03/24/2009 - Present
Oppenheimer & Co. Inc. (ASHEVILLE NC)
NC
11/07/2008 - 03/16/2009
STANFORD GROUP COMPANY (ASHEVILLE NC)
NC
11/29/2002 - 11/17/2008
UBS FINANCIAL SERVICES INC. (ASHVILLE NC)
NY
07/22/1999 - 11/12/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/19/1998 - 07/06/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 09/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/06/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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