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JP

James Payne

MOLANO WEALTH MANAGEMENT
VISALIA, CA 93291
CRD#: 8239364
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JP
James PayneMOLANO WEALTH MANAGEMENT

Professional summary

James Payne is a registered financial advisor currently at MOLANO WEALTH MANAGEMENT located in Visalia, California.

James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. James has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James 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®
None

Experience

Current

March 18, 2026 - Present

MOLANO WEALTH MANAGEMENT

Office #1: 525 W Main St. Suite 120-1193, Visalia, CA 93291
RIA
CRD#: 323967
VISALIA, CA

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
California
(3/18/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2026
Uniform Investment Adviser Law Examination

Current Firm

MW
MOLANO WEALTH MANAGEMENT
MOLANO WEALTH MANAGEMENT | MOLANO, DAVID

CRD#: 323967 / SEC#:

California
Registered Investment Advisory firm - (3/3/2023 Approved)
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Contact information

Main Address
525 W Main St. Suite 120-1193, Visalia, CA 93291
Mailing Address
P.o. Box 2605, Visalia, CA 93279
Phone number
(559) 348-7038
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts5
AUM (Assets Under Management)$ 800,000

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

MOLANO WEALTH MANAGEMENT

CRD#: 323967Visalia, CA 93291

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