Jerry
Payne

Dempsey Lord Smith, LLC

CRD#821139
Investment Advisor
in Knoxville, TN

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jerry Payne is a financial advisor based out of Knoxville, Tennessee with a total of 2 years of relevant experience. Payne is on the advisory team at Dempsey Lord Smith, LLC. The advisor has gained experience at Capital Investment Group, Inc, John Henry Oil Company and Dempsey Lord Smith, LLC. Payne has Series 63, Series 65 and Series 66 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Tennessee. Dempsey Lord Smith, LLC is a financial advisory company that has its headquarters in Rome, GA. The firm has offices in 60 locations and a total of 101 employees. It manages $502 million in assets under management among its 2,945 accounts, placing it among the bigger firms in the nation by assets under management. Of its 2,945 accounts, just 10% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company performs a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services are based on which service is offered. Fees charged by Dempsey Lord Smith, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Knoxville, TN

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dempsey Lord Smith, LLC Brokerage Details

Total Assets Under Management

$502,000,000

TN Average: $3,570,121,308
Total Number of Employees

101

TN Average: 58
Total Number of Accounts

2,945

TN Average: 1,608
Average Account Size

$170,458

TN Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jerry Payne Work History

Jerry has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Dempsey Lord Smith, LLC

2020 - Present (4 years)

John Henry Oil Company

2011 - 2021 (10 years)

Capital Investment Group, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jerry Payne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dempsey Lord Smith, LLC

Michael Dose
Rome, GA
Gregory Gibson
Greenville, SC
Marvin Strozier
Rome, GA
Jefferson Olney
Calhoun, GA
Julio Gaviria
Rome, GA
Drew Dempsey
Rome, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started