Payton Taylor Whalen

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Experience

14 years in the industry.

1. J.P. Morgan Securities LLCFeb 2025 to now
2. JPMorgan Chase Bank, N.A.Feb 2025 to now
3. Glenwild Golf Club and SpaJun 2024 to now
4. 3 Carrots IncMay 2024 to Jun 2024
5. Massachusetts Mutual Life Insurance CoJan 2024 to Feb 2025
6. MML Investors Services, LLCSep 2023 to Feb 2025
7. Pruco Securities LLCJun 2023 to Aug 2023
8. Prudential FinancialJun 2023 to Aug 2023
9. UnemployedApr 2023 to May 2023
10. Hopkins Brewing CompanyMar 2022 to Mar 2023
11. Fidelity Brokerage Services LLCSep 2021 to Jan 2023
12. Fidelity InvestmentsSep 2021 to Jan 2023
13. UnemployedJun 2021 to Aug 2021
14. Big Bear Mountain ResortNov 2020 to Apr 2021
15. The Carrick Group LLCJun 2020 to May 2021
16. MML Investors Services, LLCSep 2019 to Jul 2020
17. Oasis OutsourcingSep 2019 to Mar 2020
18. University of VermontJan 2019 to May 2019
19. PokeworksSep 2018 to Oct 2019
20. Bluefins Sushi and Sake BarNov 2017 to Aug 2018
21. Hole In One Orleans Breakfast CafeNov 2017 to Feb 2018
22. South Warf Yacht YardMay 2017 to Aug 2017
23. Cape Cod National Golf CourseJun 2012 to Sep 2019

Exams passed

• Series 63 · Uniform Securities Agent State Law2022
• Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (UT).

J.P. Morgan Securities LLC

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

7180127

Firm CRD

79