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Jason Payne

Strategic Advisers LLC

Costa Mesa, CA

Mission Viejo, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Costa Mesa, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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
E*Trade Securities Llc Torrance CA 05/2015 12/2016
E*Trade Capital Management Llc Torrance CA 09/2015 12/2016
E*Trade Securities Llc Torrance CA 12/2016 01/2018
E*Trade Capital Management Llc Torrance CA 12/2016 01/2018
E*Trade Securities Llc Costa Mesa CA 01/2018 06/2018
E*Trade Capital Management Llc Costa Mesa CA 01/2018 06/2018
Fidelity Brokerage Services Llc Mission Viejo CA 06/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 12/2016
    E*Trade Securities Llc
    Torrance, CA
  • 09/2015 → 12/2016
    E*Trade Capital Management Llc
    Torrance, CA
  • 12/2016 → 01/2018
    E*Trade Securities Llc
    Torrance, CA
  • 12/2016 → 01/2018
    E*Trade Capital Management Llc
    Torrance, CA
  • 01/2018 → 06/2018
    E*Trade Securities Llc
    Costa Mesa, CA
  • 01/2018 → 06/2018
    E*Trade Capital Management Llc
    Costa Mesa, CA
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Mission Viejo, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Mission Viejo, CA
  • 2015-11-10 → 2018-06-27
    Harrisdirect Llc
    Torrance, CA
    Arlington, VA
    Costa Mesa, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-11-10
  • S66 Uniform Combined State Law Examination
    2015-11-10
Designations
Other Names
  • Jason Charlie Payne

View on SEC IAPD

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