Unclaimed Profile

Jack Everett Payne

JOYCEPAYNE PARTNERS, P.C.·RICHMOND, Virginia

SIE, Series 7, Series 14, Series 24, Series 27, Series 52, Series 53, Series 63, Series 79, Series 99TOCFP CFAClean record26 years registeredJOYCEPAYNE PARTNERS, P.C.

9030 STONY POINT PARKWAY, RICHMOND, VA 23235CRD# 4589465Firm CRD# 107664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jack Everett Payne · RICHMOND, VA

Registration

CRD #4589465 · JOYCEPAYNE PARTNERS, P.C. · 26 years registered

Brand Profile

Not yet started

Career History

MORGAN STANLEY

Jun 2025 – present

JOYCEPAYNE PARTNERS, P.C.

Feb 2003 – Jan 2016

BETHLEHEM, PA

MICHAEL JOYCE & ASSOCIATES, P.C.

Feb 2000 – Dec 2002

BETHLEHEM, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 14

Series 24

Series 27

Series 52

Series 53

Series 63

Series 79

Series 99TO

Registration record

First registered · February 29, 2000

Years registered · 26

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AGILI, P.C.

CRD 107664 · SEC 801-43264

AUM

$1.1B

Regulatory assets under management

Employees

2,179 client accounts

Services offered by AGILI, P.C.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at AGILI, P.C. →

Introduction

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Frequently Asked Questions

What services does Jack Everett Payne offer?

Jack Everett Payne specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Jack Everett Payne's credentials?

Jack Everett Payne holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jack Everett Payne located?

Jack Everett Payne is based in RICHMOND, Virginia, working with JOYCEPAYNE PARTNERS, P.C.. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Jack Everett Payne charge for services?

Jack Everett Payne's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JOYCEPAYNE PARTNERS, P.C.?

JOYCEPAYNE PARTNERS, P.C. has approximately 21 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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