Jeffrey C. Payne, Jr., Cfp®

PAYNE FINANCIAL MANAGEMENT, L.L.C.

Kennesaw, GA 30144

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CRD#: 2868105

Professional summary

Jeffrey C. Payne, Jr., Cfp®, CFP®, who also goes by Butch Payne, Jeffrey C. Payne, Jr., Cfp, is a registered financial advisor currently at PAYNE FINANCIAL MANAGEMENT, L.L.C. located in Kennesaw, Georgia.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Butch Payne | Jeffrey C. Payne, Jr., Cfp

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey C. Payne, Jr., Cfp®'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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

May 21, 2003 - Present

PAYNE FINANCIAL MANAGEMENT, L.L.C.

Office #1: 125 Townpark Drive Nw Suite 300, Kennesaw, GA 30144

RIA

CRD#: 126418

Kennesaw, GA

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

Georgia
(5/21/2003)

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Exams

State Security Law Exam

IAR

Series 65

Date: 3/11/1997

Uniform Investment Adviser Law Examination

Current Firm

PAYNE FINANCIAL MANAGEMENT, L.L.C.

CRD#: 126418 / SEC#:

Georgia

Registered Investment Advisory firm - (9/21/1999 Approved)

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Contact information

Main Address

125 Townpark Drive Nw Suite 300, Kennesaw, GA 30144

Mailing Address

Phone number

(678) 570-2899

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	262
AUM (Assets Under Management)	$ 32,869,557

Red Flags

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

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Jeffrey C. Payne, Jr., Cfp®

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey C. Payne, Jr., Cfp®'s CRS (Customer Relationship Summary).

Certified licenses

Experience

PAYNE FINANCIAL MANAGEMENT, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/11/1997

Current Firm

PAYNE FINANCIAL MANAGEMENT, L.L.C.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PAYNE FINANCIAL MANAGEMENT, L.L.C.

TRUST BUT VERIFY

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