Jason C. Payne
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
COSTA MESA, CA
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CRD#: 6499981
Professional summary
Jason Charlie Payne, CFP®, who also goes by Jason Charlie Payne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Costa Mesa, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a Financial Consultant, I partner with clients to construct a financial plan that simplifies one's financial picture and produces a path to execute one's vision
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Insurance Planning
Budgeting
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Jason Charlie 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Charlie 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®
CFP®
Start date: 2018
Education
California State University, Dominguez Hills
Bachelor of Business Administration - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691RIA
CRD#: 104555
COSTA MESA, CA
Current
July 6, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691BD
CRD#: 7784
Mission Viejo, CA
Past
July 19, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MISSION VIEJO, CA
Past
November 10, 2015 - June 27, 2018
HARRISDIRECT LLC
RIA
CRD#: 42159
COSTA MESA, CA
Past
September 14, 2015 - June 27, 2018
E*TRADE SECURITIES LLC
BD
CRD#: 29106
COSTA MESA, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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(7/9/2018)
RR
California(7/9/2018)
IAR
California(3/31/2025)
RR
Colorado(9/10/2024)
RR
Florida(11/4/2019)
RR
Georgia(11/6/2024)
RR
Hawaii(11/23/2024)
RR
Idaho(7/21/2023)
RR
Illinois(9/5/2025)
RR
Maryland(9/5/2025)
RR
Michigan(9/29/2023)
RR
Nevada(7/9/2018)
RR
New Jersey(1/26/2021)
RR
New York(3/4/2022)
RR
Ohio(1/6/2025)
RR
Oregon(3/25/2023)
RR
Tennessee(10/9/2020)
RR
Texas(1/4/2019)
IAR
Texas(3/31/2025)
RR
Utah(10/8/2021)
RR
Washington(4/10/2024)
RR
Wyoming(7/21/2023)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Costa Mesa, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
