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JP

Jock D. Payten

NUBIAN SQUARE INVESTMENT ADVISORS
Boston, MA 02446
Some features on this profile are disabled
CRD#: 5940056
JP

Professional summary

Jock Darian Payten, CFA, who also goes by Jock Payton, Jock Payten, is a registered financial advisor currently at NUBIAN SQUARE INVESTMENT ADVISORS, LLC located in Boston, Massachusetts.

Jock is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Jock has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jock Payton | Jock Payten

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 Jock Darian Payten'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®
CFA

Chartered Financial Analyst

Experience

Current

October 28, 2021 - Present

NUBIAN SQUARE INVESTMENT ADVISORS, LLC

Office #1: 1309 Beacon St. Suite 300, Boston, MA 02446
RIA
CRD#: 315955
Boston, MA

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
Massachusetts
(10/28/2021)
IAR
New York
(6/18/2025)
IAR
Texas
(11/1/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/15/2021
Uniform Investment Adviser Law Examination

Current Firm

NS
NUBIAN SQUARE INVESTMENT ADVISORS, LLC
NUBIAN SQUARE INVESTMENT ADVISORS LLC | NUBIAN SQUARE INVESTMENT ADVISORS, LLC

CRD#: 315955 / SEC#:

Colorado
Registered Investment Advisory firm - (2/12/2026 Approved)
Massachusetts
Registered Investment Advisory firm - (10/28/2021 Approved)
Michigan
Registered Investment Advisory firm - (3/4/2025 Approved)
New York
Registered Investment Advisory firm - (6/18/2025 Approved)
Texas
Registered Investment Advisory firm - (11/1/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1309 Beacon St. Suite 300, Brookline, MA 02446
Mailing Address
Phone number
(617) 318-7151
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts37
AUM (Assets Under Management)$ 6,843,725

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

NUBIAN SQUARE INVESTMENT ADVISORS, LLC

CRD#: 315955Boston, MA 02446

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