JP
JP

Jeffrey Davin Payne

19 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
3,213 clients
Average Client Portfolio
$441K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
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Location

3939 E. Arapahoe Rd, Suite 100, Centennial, CO, 80122

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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.

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Other Business Activities

Jeffrey is involved in several outside business activities, including Aspen Wealth Management (DBA for LPL business), S&P Holdings (real estate rental), GPS Wealth Strategies Group, LLC (Registered Investment Advisor Hybrid), CSP Strawberry Holdings LLC (real estate rental), J&S Boat and Jet Ski (business owner), and Junior's Old School Barbershop (co-owner). He spends about a quarter of his time providing investment advisory services through GPS Wealth Strategies Group LLC.

Employment History
Current Registrations
Gps Wealth Strategies Group, LLC
January 2017 - Present · 9 yrs 1 mo
LPL Financial LLC
May 2009 - Present · 16 yrs 9 mos
LPL Financial LLCBroker
May 2009 - Present · 16 yrs 9 mos
Previous Registrations
LPL Financial LLC
May 2009 - January 2022 · 12 yrs 8 mos
Ameriprise Financial Services, INC.
March 2006 - May 2009 · 3 yrs 2 mos
Ameriprise Financial Services, INC.Broker
March 2006 - May 2009 · 3 yrs 2 mos
State Registrations23 states
ALAZCACOFLGAIDMAMNMOMTNCNENMOHORSDTXUTVAWAWIWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Jeffrey Davin Payne - Financial Advisor | TrueAdvisor