Best Investors Account Sign in
Inactive

Jack Lee Payne

Cerity Partners LLC

New York, NY

Louisville, KY

CRD 7796781

Claim This Profile
Employer firm

Cerity Partners LLC CRD 151559

$162B regulatory AUM 53 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Cerity Partners Llc

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2023-08-18
  • KY RA
    APPROVED
    Since 2023-08-18

Branch Locations

99 Park Avenue 16Th Floor, New York, NY 10016 • United States

2201 High Wickham Place, Louisville, KY 40245 • 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
Cerity Partners Llc Louisville KY 08/2023 Present
Full-Time Student Mount Washington KY 01/2013 05/2022
Little Caesars Mount Washington KY 07/2016 11/2017
General Electric Louisville KY 11/2017 01/2019
Paragon Management Group Louisville KY 05/2021 08/2021
Sole Promo Mount Washington KY 05/2022 07/2023
  • 08/2023 → Present
    Cerity Partners Llc
    Louisville, KY
  • 01/2013 → 05/2022
    Full-Time Student
    Mount Washington, KY
  • 07/2016 → 11/2017
    Little Caesars
    Mount Washington, KY
  • 11/2017 → 01/2019
    General Electric
    Louisville, KY
  • 05/2021 → 08/2021
    Paragon Management Group
    Louisville, KY
  • 05/2022 → 07/2023
    Sole Promo
    Mount Washington, KY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-28
  • S65 Uniform Investment Adviser Law Examination
    2022-06-28

View on SEC IAPD

Nearby Firms

ISLET MANAGEMENT, LP
P2 CAPITAL PARTNERS, LLC
KINYAN CAPITAL MANAGEMENT LLC

Nearby Investors

STEVEN MARC MUEHLGAY
STEPHANIE LYNN FAGENSON
Ross Gladstone

Nearby Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor