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James Charles Payne Jr

TARGETED FINANCIAL SERVICES, LLC·NEPTUNE CITY, New Jersey
Series 6, Series 63Clean record22 years registeredTARGETED FINANCIAL SERVICES, LLC
3301 ROUTE 66, NEPTUNE CITY, NJ 07753-2705CRD# 2776808Firm CRD# 129049

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Charles Payne Jr · NEPTUNE CITY, NJ
Registration
CRD #2776808 · TARGETED FINANCIAL SERVICES, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

TARGETED FINANCIAL SERVICES, LLC
Dec 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · December 5, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TARGETED FINANCIAL SERVICES, LLC
CRD 129049 · SEC 801-62542
AUM
$283M
Regulatory assets under management
Employees
4
397 client accounts
Services offered by TARGETED FINANCIAL SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TARGETED FINANCIAL SERVICES, LLC →
Introduction

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05

Frequently Asked Questions

What services does James Charles Payne Jr offer?
James Charles Payne Jr specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEPTUNE CITY, New Jersey for a consultation.
What are James Charles Payne Jr's credentials?
James Charles Payne Jr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Charles Payne Jr located?
James Charles Payne Jr is based in NEPTUNE CITY, New Jersey, working with TARGETED FINANCIAL SERVICES, LLC. Their office serves clients in the NEPTUNE CITY metropolitan area and surrounding communities.
How does James Charles Payne Jr charge for services?
James Charles Payne Jr's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TARGETED FINANCIAL SERVICES, LLC?
TARGETED FINANCIAL SERVICES, LLC has approximately 4 employees and manages $283M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TARGETED FINANCIAL SERVICES, LLC

Alan Rubin
NEPTUNE CITY, NJ
Jonathan Israel Green
HOLMDEL, NJ
CFP
Ofer Ephraim Gabbay
HOLMDEL, NJ

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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