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William Clayton Payne

Advisor at J.P. Morgan Securities — East Liverpool, OH

Updated today

Credentials

Series 63, Series 66

Experience

6 years

Location

East Liverpool, OH 43920

J.P. Morgan Securities logo

J.P. Morgan Securities

Institution

Total advisors

14,365

Across 3,633 offices

Clients per advisor

86 Typical

Avg AUM per client

$318,381 Low

HNW client ratio

29% High

About

William Payne is a financial advisor at J.P. Morgan Securities with six years of industry experience. He holds Series 63 and Series 66 credentials and has worked previously at TIAA, Edward Jones, and The Huntington National Bank. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Client services

Based on J.P. Morgan Securities

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on J.P. Morgan Securities

Wealth management

Occupation focus

Based on J.P. Morgan Securities

Executive Founder/Business Owner

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Fee options

Percentage

$25 million - $50 million: 0.30% annually $50 million - $100 million: 0.25% annually $100 million - $250 million: 0.20% annually $250 million+: Negotiable

Other

Account minimum: $25 million

Location

See office

East Liverpool, OH

15688 S.R. 170

East Liverpool OH 43920

Advisors at this office

2

Most active in

Ohio

Work history

6 years of industry experience

JPMorgan Chase BAnk, N.A.

2025 - Present • 1 year

Bellaire, OH

J.P. Morgan Securities

2025 - Present • 1 year

Bellaire, OH

Tiaa

2023 - 2025 • 2 years

Morgantown, WV

Walmart Distribution Center 7017

2020 - 2023 • 3 years

Wintersville, OH

The Huntington National Bank

2019 - 2020 • 1 year

Richmond, OH

Edward Jones

2019 - 2019 • 1 year

St Louis, MO

The Huntington National Bank

2016 - 2019 • 3 years

Richmond, OH

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Collin M

Series 65

Beaver, PA

McHenry Investments, LLC

Collin Mc Henry is a financial advisor at McHenry Investments, LLC with a Series 65 designation and no prior industry experience. He has worked at the Beaver County Public Defender's Office and runs the McHenry Law Firm, which has operated since 2015. McHenry Investments provides discretionary and non-discretionary investment management along with financial planning and consulting services primarily for individuals, high net worth clients, estates, and trusts. The firm’s approach focuses on fundamental analysis and long-term strategic asset allocation, offering both asset-based and fee-based billing options, and is affiliated with a law practice specializing in estate planning and administration.

Cash flow / budgeting
user avatar

Marc H

Series 63

East Liverpool, OH

MDH Investment Management, Inc.

Marc Hoffrichter is the sole advisor at MDH Investment Management, Inc. in East Liverpool, OH, holding a Series 63 designation with 25 years of industry experience. He has led MDH Investment Management (formerly Tri-State Acquisition) since 2004. MDH Investment Management is a state-registered advisory firm serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm uses a macroeconomic-driven investment process with fundamental and technical analysis to build diversified portfolios tailored to client objectives, and it manages its own wrap fee program offering bundled advisory, execution, and custody services.

Active portfolio management Options & derivatives strategies Passive / index investing Wealth management
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David B

Series 66

East Liverpool, OH

MDH Investment Management, Inc.

David Bickerton is a financial advisor at MDH Investment Management, Inc. with 16 years of industry experience. He holds a Series 66 designation and has been with MDH Investment Management since 2009. MDH Investment Management is a state-registered advisory firm serving individuals, pension and profit-sharing plans, charitable organizations, and closely held businesses. The firm employs an international, macroeconomic-driven investment process and offers a range of strategies tailored to client objectives, including managing its own wrap fee program that combines advisory, execution, and custody services.

Active portfolio management Options & derivatives strategies Passive / index investing Wealth management
user avatar

David H

Series 63, Series 65

Beaver, PA

Comprehensive Capital Management, Inc.

David Hodge is a financial advisor with Comprehensive Capital Management, Inc., holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Comprehensive Capital Management since 2010 and is also involved with Harper & Hodge, an investment advisory and brokerage business. Additionally, he serves as a volunteer board member for West AirComm Federal Credit Union. Comprehensive Capital Management, Inc. advises individuals, pension and profit-sharing plans, and businesses, providing portfolio management, retirement plan consulting, and financial planning services. The firm employs a mix of fundamental and technical investment methods, including tactical overlays and market-timing strategies, managing assets on both discretionary and non-discretionary bases.

Options & derivatives strategies Active portfolio management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management
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Colin C

Series 65

Beaver Falls, PA

Beacon Wealth Consultants, Inc.

Colin Craig is a financial advisor at Beacon Wealth Consultants, Inc. with three years of industry experience. He holds the Series 65 designation and has a background that includes several years at Geneva College. Beacon Wealth Consultants serves a diverse client base, including high-net-worth individuals, trusts, estates, charitable organizations, and business entities, offering comprehensive wealth management, financial planning, and retirement plan consulting. The firm employs a structured investment process with a focus on faith-based, Biblically Responsible Investment screening and manages approximately $278 million in client assets.

Annuities Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Religious/faith focused
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Robert G

CFP®, Series 63, Series 66

Beaver, PA

DiNuzzo Private Wealth, Inc.

Robert Graham is a CFP® with 34 years of experience in the financial industry. He has been with DiNuzzo Private Wealth, Inc. since 2016. DiNuzzo Private Wealth provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth families, business owners, and institutional plan sponsors. The firm offers a range of service platforms, including Wealth Management, Family Office, and an automated Emerging Wealth option, and builds globally diversified, index-oriented portfolios using mutual funds and ETFs based on Modern Portfolio Theory.

Business succession planning Retirement plans for business owners (SEP, solo 401k) Tax strategies for small businesses Founder/Business Owner
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