Jeffrey Davin Payne
Investment adviser representative at Raymond James Financial Services Advisors, Inc
17 yearsExperience
3 statesRegistered in
ChFC®Designation
$390BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Raymond James Financial Services Advisors, IncDec 2025 to now
- Raymond James Financial Services Inc.Dec 2025 to now
- Aspen Wealth Management, IncJan 2010 to now
- Gps Wealth Strategies Group, LLCJan 2017 to Dec 2025
- Gps Wealth StrategiesJan 2016 to Dec 2025
- LPL Financial LLCMay 2009 to Dec 2025
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 3 states (CO, FL, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 yearsIn 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
- 5102488
- Firm CRD
- 149018