Jason Payne
Jason Payne is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Charlotte, NC, with 7 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
110 East Blvd, Suite 2100, Charlotte, NC, 28203
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2025Other Business Activities
Jason owns Payne Rental Properties, LLC, a rental property business, since July 2023. He dedicates minimal time to this activity, and none during trading hours.
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
Morgan Stanley
Morgan StanleyBroker
State Registrations18 states
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
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