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Detailed Report
JASON ALLAN TORREY-PAYNE
JASON ALLAN PAYNE, JASON A TORREY-PAYNE
CRD#: 2934237
IA
Investment Adviser
B
Broker
RAYMOND JAMES & ASSOCIATES, INC.CRD#: 705 301 North Lake Avenue
Suite 1150
Pasadena, CA 91101
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2001 - 2004 (2 years)2 FIRMS2004 - 2025 (21 years)2 FIRMS2025 - Present (<1 year)BH&R BLOCK FINANCIAL ADVISORS, INC. (CRD# 5979)1997 - 2001 (3 years)
Disclosure(s)
View By:
9/25/2001
Customer Dispute
Denied
License(s)

State Registrations

B
Arizona 2/6/2025
B
Montana 2/21/2025
B
Arkansas 2/26/2025
B
Nevada 2/6/2025
B
California 1/7/2025
B
Oklahoma 2/11/2025
IA
California 1/7/2025
B
Oregon 3/5/2025
B
Colorado 2/11/2025
B
Tennessee 2/24/2025
B
Florida 2/27/2025
B
Texas 2/6/2025
B
Hawaii 2/11/2025
IA
Texas 2/6/2025
B
Idaho 2/6/2025
B
Washington 3/19/2025
B
Maine 2/6/2025

SRO Registrations

B
 FINRA
B
 NYSE American LLC
B
 Nasdaq PHLX LLC
B
 Nasdaq Stock Market
B
 New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705)
301 North Lake Avenue Suite 1150, Pasadena, CA 91101
Registered with this firm since 1/7/2025
B
RAYMOND JAMES & ASSOCIATES, INC. (CRD#:705)
301 North Lake Avenue Suite 1150, Pasadena, CA 91101
Registered with this firm since 1/7/2025
Previous Registration(s)
th hidden textth hidden textNameLocation
IA
 01/07/2004 - 01/07/2025 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Pasadena, CA
B
 01/07/2004 - 01/07/2025 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Pasadena, CA
IA
 04/20/2001 - 02/02/2004 UBS FINANCIAL SERVICES INC. (CRD#:8174) PASADENA, CA
B
 03/16/2001 - 02/02/2004 UBS FINANCIAL SERVICES INC. (CRD#:8174) WEEHAWKEN, NJ
B
 08/18/1997 - 03/27/2001 H&R BLOCK FINANCIAL ADVISORS, INC. (CRD#:5979) DETROIT, MI
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.