Jack Lee Payne
Investment adviser representative at Cerity Partners LLC
13 yearsExperience
1 stateRegistered in
$161.7BFirm assets
16 yearsFirm in business
Are you Jack Lee Payne? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
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
13 years in the industry.
- Cerity Partners LLCAug 2023 to now
- Sole PromoMay 2022 to Jul 2023
- Paragon Management GroupMay 2021 to Aug 2021
- General ElectricNov 2017 to Jan 2019
- Little CaesarsJul 2016 to Nov 2017
- Full-time StudentJan 2013 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (KY).
Cerity Partners LLC
$161.7BAssets managed
26,230Clients
678Advisers
16 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
- 7796781
- Firm CRD
- 151559