Jason F. Payne

TIMPANOGOS FINANCIAL ADVISORS

Orem, UT 84057

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CRD#: 2797103

Professional summary

Jason Francis Payne, AIF®, CFP® is a registered financial advisor currently at TIMPANOGOS FINANCIAL ADVISORS, INC. located in Orem, Utah.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

PAYNE FINANCIAL MANAGEMENT INC.; INVESTMENT RELATED; OREM, UT; OWNER/INSURANCE AGENT; SALE LIFE, HEALTH, LTC, DISABILITY AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES; 10 HRS/MONTH INCLUDING DURING TRADING HOURS. The Church of Jesus Christ of Latter Day Saints - Counselor with local congregation for college-age young adults. Help with spiritual development through Sunday meetings, scripture studies and organizing weekly service projects. Start date: 7/6/20, approx. 20 hrs/mo, none during mkt hrs. No comp, no access to funds, not investment related.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Francis Payne's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 16, 2023 - Present

TIMPANOGOS FINANCIAL ADVISORS, INC.

Office #1: 821 North 900 West Suite 304, Orem, UT 84057

RIA

CRD#: 328166

Orem, UT

Past

July 22, 2002 - November 16, 2023

SPC

RIA

CRD#: 110692

OREM, UT

Past

February 9, 2002 - November 16, 2023

PARKLAND SECURITIES, LLC

CRD#: 115368

OREM, UT

Past

February 2, 2001 - February 9, 2002

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

October 14, 1996 - February 2, 2001

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Utah
(11/16/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/8/2002

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/1/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/14/2002

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 10/12/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TIMPANOGOS FINANCIAL ADVISORS, INC.

CRD#: 328166 / SEC#:

Utah

Registered Investment Advisory firm - (11/16/2023 Approved)

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Contact information

Main Address

821 North 900 West Suite 304, Orem, UT 84057

Mailing Address

Phone number

(801) 607-5670

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	435
AUM (Assets Under Management)	$ 79,000,000

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason F. Payne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Francis Payne's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPC

PARKLAND SECURITIES, LLC

WALNUT STREET SECURITIES, INC.

OSAIC WEALTH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/8/2002

Series 63

Date: 10/1/1996

SIE

Date: 10/1/2018

Series 7

Date: 6/14/2002

Series 6

Date: 10/12/1996

Current Firm

TIMPANOGOS FINANCIAL ADVISORS, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TIMPANOGOS FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

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