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JT

Jason A. Torrey-payne

TORREY-PAYNE WEALTH MANAGEMENT
PASADENA, CA 91105
Some features on this profile are disabled
CRD#: 2934237
JT

Professional summary

Jason Allan Torrey-payne, CFP®, who also goes by Jason Allan Payne, Jason A Torrey-payne, Jason Allan Torrey-payne, is a registered financial advisor currently at TORREY-PAYNE WEALTH MANAGEMENT located in Pasadena, California and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Jason has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 52, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Allan Payne | Jason A Torrey-Payne | Jason Allan Torrey-Payne

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.
1.) TORREY-PAYNE WEALTH MGMT - 7/1/2025 - 32 S Raymond Avenue, Suite 2, Pasadena, CA 91105 - RIA Owner & CCO, Financial planning/investment/portfolio management, Invt Rel, RIA business, 160 hrs/mo; 120 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Allan Torrey-payne's CRS (Customer Relationship Summary).
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: 2008

Experience

Current

July 17, 2025 - Present

TORREY-PAYNE WEALTH MANAGEMENT

Office #1: 32 S Raymond Ave Ste 2, Pasadena, CA 91105
RIA
CRD#: 336703
PASADENA, CA
Current

July 3, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901
BD
CRD#: 37157
SUMMIT, NJ
Past

January 7, 2025 - May 12, 2025

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Pasadena, CA
Past

January 7, 2025 - May 12, 2025

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Pasadena, CA
Past

January 7, 2004 - January 7, 2025

CUSO FINANCIAL SERVICES, L.P.

RIA
CRD#: 42132
Pasadena, CA
Past

January 7, 2004 - January 7, 2025

CUSO FINANCIAL SERVICES, L.P.

BD
CRD#: 42132
Pasadena, CA
Past

April 20, 2001 - February 2, 2004

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
PASADENA, CA
Past

March 16, 2001 - February 2, 2004

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 18, 1997 - March 27, 2001

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/16/2025)
RR
California
(7/3/2025)
IAR
California
(7/17/2025)
RR
Hawaii
(8/19/2025)
RR
Idaho
(7/7/2025)
IAR
Idaho
(10/31/2025)
IAR
Nevada
(10/30/2025)
IAR
Texas
(10/30/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/23/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/3/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/26/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 8/15/1997
Municipal Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/18/2000
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 2/9/2000
General Securities Sales Supervisor - Options Module Examination
SRO Registrations
RR
FINRA

Current Firm

TW
TORREY-PAYNE WEALTH MANAGEMENT
TORREY-PAYNE WEALTH MANAGEMENT | TORREY-PAYNE WEALTH MANAGEMENT, LLC

CRD#: 336703 / SEC#: 801-133740

RIA
Registered Investment Advisory firm - (6/24/2025 120-Day Approval)
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Contact information

Main Address
32 S Raymond Ave Ste 2, Pasadena, CA 91105
Mailing Address
Phone number
(626) 657-3451
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TPWM ADV 2A (10/6/2025)

Regulatory assets under management

Total Number of Accounts423
AUM (Assets Under Management)$ 180,310,073

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

TORREY-PAYNE WEALTH MANAGEMENT

CRD#: 336703Pasadena, CA 91105

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