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James Charles Payne Jr

Targeted Financial Services, LLC

Boerne, TX

CRD 2776808

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Employer firm

Targeted Financial Services, LLC CRD 129049

$353M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Targeted Financial Services, Llc

5666 Seminole Blvd Suite 146, Seminole, FL 33772 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2003-12-11
TX RA APPROVED 2003-12-05
  • NJ RA
    APPROVED
    Since 2003-12-11
  • TX RA
    APPROVED
    Since 2003-12-05

Branch Locations

Boerne, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Targeted Financial Services, Llc Woodbridge NJ 08/2000 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-09-24
  • S63 Uniform Securities Agent State Law Examination
    1996-09-24
Other Names
  • James C Payne
  • James Charles Payne

View on SEC IAPD

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