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Ronald Jason Payne

Osaic Wealth, Inc.

Greer, SC

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-03
NC RA APPROVED 2025-01-31
SC RA APPROVED 2025-01-01
  • FL RA
    APPROVED
    Since 2025-02-03
  • NC RA
    APPROVED
    Since 2025-01-31
  • SC RA
    APPROVED
    Since 2025-01-01

Branch Locations

24 Parkway Commons Way, Greer, SC 29650 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Voya Financial Advisors Greenville SC 09/2014 11/2018
Next Financial Group Greenville SC 11/2018 12/2024
Osaic Wealth Inc Greer SC 12/2024 Present
  • 09/2014 → 11/2018
    Voya Financial Advisors
    Greenville, SC
  • 11/2018 → 12/2024
    Next Financial Group
    Greenville, SC
  • 12/2024 → Present
    Greer, SC
Previous Registrations
  • 2018-11-21 → 2024-12-03
    Next Financial Group, Inc.
    Houston, TX
    Greer, SC
  • 2014-06-25 → 2018-12-07
    Greenville, SC
    Greenville, SC
    Simpsonville, SC
    Greenville, SC
    Taylors, SC
  • 2010-09-22 → 2014-06-20
    Greenville, SC
  • 2006-11-21 → 2010-09-22
    Uvest Financial Services Group, Inc.
    Greenville, SC
    Simpsonville, SC
    Greenville, SC
Other Businesses

1) RIVERSTONE WEALTH MANAGEMENT POSITION: Agent NATURE: Life insurance sales, Fixed Annuity Sales INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/07/2018 ADDRESS: 24 Parkway Commons Way, Greer SC 29650, United States DESCRIPTION: Life insurance sales, Fixed Annuity Sales 2) OPENKEY MORTGAGE ADVISORS, LLC POSITION: Owner NATURE: LLC (owned by myself and my wife Samantha Payne 50/50) I am listed as an owner of the business, however my wife will be running the business, and I will only be there to assist her as needed. The business is a SC licensed mortgage brokerage business that will offer home mortgage products to consumers looking to buy, build, or refinance. The company will be affiliated with wholesale lenders that will provide funding sources for the mortgages INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 03/06/2026 ADDRESS: 238 Castellan Dr, Greer SC 29650, United States DESCRIPTION: I will not have any "day to day" roles within the company. I will give her referrals for mortgage loan clients if I come across anyone that is in the need of a mortgage or refinance.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-11-16
S63 Uniform Securities Agent State Law Examination 2000-01-13
  • S65 Uniform Investment Adviser Law Examination
    2006-11-16
  • S63 Uniform Securities Agent State Law Examination
    2000-01-13
Other Names
  • Jason Payne
  • R Jason Payne

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