William Clayton Payne

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2016 → 04/2019
  The Huntington National Bank
  Richmond, OH
• 04/2019 → 07/2019
  Edward Jones
  St Louis, MO
• 08/2019 → 06/2020
  The Huntington National Bank
  Richmond, OH
• 02/2023 → 04/2025
  Tiaa
  Morgantown, WV
• 06/2020 → 02/2023
  Walmart Distribution Center 7017
  Wintersville, OH
• 05/2025 → Present
  J.P. Morgan Securities Llc
  Bellaire, OH
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Bellaire, OH

Previous Registrations

• 2023-04-26 → 2025-04-11
  Tiaa-Cref Individual & Institutional Services, Llc
  Morgantown, WV
  Waynesburg, PA
• 2019-08-22 → 2020-06-18
  The Huntington Investment Company
  Richmond, OH
  Wintersville, OH
• 2019-06-04 → 2019-07-16
  Edward Jones
  Brilliant, OH
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2023-03-15
• S63 Uniform Securities Agent State Law Examination
  2017-09-27

Other Names

• William Clayton Payne
• William Payne
• William C Payne
• William Cl Payne