Jason Torrey-payne
Investment adviser representative at Torrey-payne Wealth Management
21 yearsExperience
5 statesRegistered in
$184.8MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Torrey-payne Wealth ManagementJul 2025 to now
- The Leaders Group IncJul 2025 to now
- Torrey-payne Wealth MgmtJul 2025 to now
- Raymond James & Associates, Inc.Jan 2025 to Apr 2025
- Cuso Financial Services, LPJan 2004 to Jan 2025
- Los Angeles Firemen's Credit UnionJan 2004 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 5 states (AZ, CA, ID, NV, TX).
Torrey-payne Wealth Management
Legal name: Torrey-payne Wealth Management, LLC
$184.8MAssets managed
237Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2934237
- Firm CRD
- 336703