Jason Francis Payne

Employer firm

Timpanogos Financial Advisors, Inc. CRD 328166

$99.2M regulatory AUM 9 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2022 → 11/2023
  Spc
  Ann Arbor, MI
• 02/2022 → 11/2023
  Parkland Securities, Llc
  Ann Arbor, MI
• 11/2023 → Present
  Timpanogos Finanical Advisors, Inc.
  Orem, UT
• 04/2003 → Present
  Payne Financial Management Inc.
  Orem, UT

Previous Registrations

• 2002-07-22 → 2023-11-16
  Spc
  Orem, UT
  Ann Arbor, MI

Other Businesses

PAYNE FINANCIAL MANAGEMENT INC.; INVESTMENT RELATED; OREM, UT; OWNER/INSURANCE AGENT; SALE LIFE, HEALTH, LTC, DISABILITY AND ANNUITIES THROUGH VARIOUS INSURANCE COMPANIES; 10 HRS/MONTH INCLUDING DURING TRADING HOURS. The Church of Jesus Christ of Latter Day Saints - Counselor with local congregation for college-age young adults. Help with spiritual development through Sunday meetings, scripture studies and organizing weekly service projects. Start date: 7/6/20, approx. 20 hrs/mo, none during mkt hrs. No comp, no access to funds, not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-08
• S63 Uniform Securities Agent State Law Examination
  1996-10-01

Designations

• Certified Financial Planner