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Current Employers
Torrey-Payne Wealth Management

32 S Raymond Ave Ste 2, Pasadena, CA 91105 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-11-20
ID RA APPROVED 2025-10-31
NV RA APPROVED 2025-10-30
TX RA APPROVED_RES 2025-10-30
CA RA APPROVED 2025-07-17
  • AZ RA
    APPROVED
    Since 2025-11-20
  • ID RA
    APPROVED
    Since 2025-10-31
  • NV RA
    APPROVED
    Since 2025-10-30
  • TX RA
    APPROVED_RES
    Since 2025-10-30
  • CA RA
    APPROVED
    Since 2025-07-17

Branch Locations

32 S Raymond Ave Ste 2, Pasadena, CA 91105 • 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
Cuso Financial Services, Lp San Diego CA 01/2004 01/2025
Los Angeles Firemen'S Credit Union Pasadena CA 01/2004 01/2025
Raymond James & Associates, Inc. Pasadena CA 01/2025 04/2025
Torrey-Payne Wealth Mgmt Pasadena CA 07/2025 Present
The Leaders Group Inc Summit NJ 07/2025 Present
  • 01/2004 → 01/2025
    Cuso Financial Services, Lp
    San Diego, CA
  • 01/2004 → 01/2025
    Los Angeles Firemen'S Credit Union
    Pasadena, CA
  • 01/2025 → 04/2025
    Pasadena, CA
  • 07/2025 → Present
    Torrey-Payne Wealth Mgmt
    Pasadena, CA
  • 07/2025 → Present
    The Leaders Group Inc
    Summit, NJ
Previous Registrations
Other Businesses

1.) TORREY-PAYNE WEALTH MGMT - 7/1/2025 - 32 S Raymond Avenue, Suite 2, Pasadena, CA 91105 - RIA Owner & CCO, Financial planning/investment/portfolio management, Invt Rel, RIA business, 160 hrs/mo; 120 hrs/mo (during trading hours).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-23
S63 Uniform Securities Agent State Law Examination 1997-09-03
  • S65 Uniform Investment Adviser Law Examination
    2001-02-23
  • S63 Uniform Securities Agent State Law Examination
    1997-09-03
Other Names
  • Jason Allan Torrey-Payne
  • Jason Allan Payne
  • Jason A Torrey-Payne

View on SEC IAPD

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