Raymond James welcomes financial advisor managing $365 million in Pasadena, California
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Jason Torrey-Payne, CFP®, to Raymond James & Associates (RJA) – the firm’s employee advisor channel – according to John Simmons, Western regional director for RJA.
As Torrey-Payne Wealth Management of Raymond James, based in Pasadena, California, Torrey-Payne provides wealth management guidance to a variety of clients, specializing in active and retired firefighters and their families as part of RJA’s Pasadena branch. He arrives from CUSO Financial Services where he managed approximately $365 million in client assets and is joined by client service associate Anastasia Timineri.
“Joining Raymond James was an opportunity to align with a firm that values both innovation and independence. The firm’s culture fosters an environment where advisors can build and grow their practice with the right balance of support and autonomy, while its advanced technology platform enhances our ability to provide white-glove service to our clients,” said Torrey-Payne. “This transition truly enables me to continue providing tailored financial strategies with the long-term vision needed to help both my clients and practice thrive.”
Torrey-Payne brings more than 27 years of industry experience to his role as senior vice president of investments, most recently through affiliation with CUSO Financial Services since 2004. His professional experience is backed by the CERTIFIED FINANCIAL PLANNERTM designation alongside a bachelor’s degree in business economics from the University of California in Santa Barbara.
“I’m excited to welcome Jason to Raymond James. His dedication to thoughtful financial planning and his commitment to building long-term client relationships makes him a seamless fit with the firm,” said Simmons. “I’m confident that our vast capabilities combined with our boutique culture will help support his practice’s growth and quality of service.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation's premier diversified financial services companies with advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.58 trillion as of Feb. 28, 2025. Additional information is available at raymondjames.com.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.