JP
CFA · CFP
JP
CFA · CFP
Jack Payne is a CFA, CFP-designated registered investment advisor at Morgan Stanley, based in Pittsburgh, PA, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
Loading...
Location
One PPG Place, Suite1300, Pittsburgh, PA, 15222
Get directionsHistory
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 →Employment History
Current Registrations
Morgan Stanley
June 2025 - Present · 11 mos
Morgan StanleyBroker
June 2025 - Present · 11 mos
Previous Registrations
PNC Capital Markets LLCBroker
April 2019 - April 2025 · 6 yrs
PNC Fig Advisory, INC.Broker
September 2016 - December 2019 · 3 yrs 3 mos
Joycepayne Partners, P.C.
February 2003 - January 2016 · 12 yrs 11 mos
Michael Joyce & Associates, P.C.
February 2000 - December 2002 · 2 yrs 10 mos
State Registrations2 states
OHPA
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.