Jonathan Travis Payne
Financial Advising
Why pick this one
Jonathan Travis Payne focuses on high-net-worth asset growth and protection and holds Series 7, Series 65, and Series 66 registrations.
Best for
- High-net-worth individuals and families seeking holistic financial planning
- Corporate executives needing investment and insurance strategy planning
- Businesses seeking help with complex financial issues
- Clients needing investment planning based on time horizon and risk tolerance
- Clients seeking asset growth and capital preservation strategies
Look elsewhere if
- People seeking basic transactional banking services
- Clients looking only for a narrowly defined, non-investment financial service
Specialties
- Holistic financial planning
- Investment strategy design
- Insurance strategy design
- Asset growth and protection for high-net-worth clients
- Planning for corporate executives and businesses
Certifications
- Series 7
- Series 65
- Series 66
What makes them different
- Focuses on growing and protecting assets for high-net-worth individuals, families, corporate executives, and businesses
- Uses an in-depth discovery process covering each client's situation, time horizon, and risk tolerance
- Combines investment and insurance strategies within holistic planning
- Senior Director-Investments at Oppenheimer & Co. Inc.
- Registered in North Carolina and multiple other U.S. states
Distilled from this business's own website.
Contact & Location
- Address
- 10 Brook St Ste 290, Asheville, NC 28803
- Phone
- +18282517890
- Website
- http://www.oppenheimer.com/advisor/nc/asheville...
Services
- Wealth management
- Financial planning
- Investment advising
- Insurance strategy planning
- Capital preservation planning