JP
JP

Jenny Payne

25 Years of Experience
Rome, PA
BrokerSells Insurance

Jenny Payne is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Rome, PA, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

926 Main Street, Suite B, Rome, PA, 18837

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Jenny owns and manages a campground, is the owner of a support company, and is involved in rental real estate. She also works as an insurance agent selling life insurance and holds a political office, dedicating minimal time to each of these activities.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2009 - Present · 17 yrs 3 mos
Raymond James Financial Services, INC.Broker
November 2004 - Present · 21 yrs 6 mos
Previous Registrations
Cheevers, Hand & Angeline, INC.Broker
September 2001 - November 2004 · 3 yrs 2 mos
Morgan Stanley Dw INC.Broker
June 2000 - October 2001 · 1 yr 4 mos
State Registrations26 states
AKAZCODEFLGAKSKYLAMAMDMEMIMOMTNCNJNYOKPASCTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jenny Payne - Financial Advisor | TrueAdvisor