{"id":1924,"date":"2024-07-24T12:36:00","date_gmt":"2024-07-24T12:36:00","guid":{"rendered":"https:\/\/altruist.com\/?p=1924"},"modified":"2025-10-08T22:40:03","modified_gmt":"2025-10-08T22:40:03","slug":"the-breakaway-chronicles-jason-payne","status":"publish","type":"post","link":"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jason-payne\/","title":{"rendered":"The Breakaway Chronicles: Jason Payne"},"content":{"rendered":"\n<div style=\"position: relative; padding-bottom: 56.25%; height: 0;\"><iframe src=\"https:\/\/www.loom.com\/embed\/3696402908474f3db1418ca43d2ca6ec?sid=fe4806b1-74b1-454b-8a94-bc2a18f3faab\" frameborder=\"0\" webkitallowfullscreen mozallowfullscreen allowfullscreen style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%;\"><\/iframe><\/div>\n\n\n<p class=\"wp-block-paragraph has-small-font-size\" style=\"\">Altruist and our affiliates did not pay for this testimonial, but we do earn revenue from financial advisors who use our platform. This customer review may not represent the experience of others and it isn&rsquo;t a guarantee of results.<\/p>\n\n\n<p class=\"wp-block-paragraph has-small-font-size\" style=\"\">Altruist Corp (&ldquo;Altruist&rdquo;) offers technology and tools designed to help financial advisors achieve better outcomes. Advisory services are provided by Altruist LLC, an SEC-registered investment adviser, and brokerage related products and services are provided by Altruist Financial LLC, a member of&nbsp;<a href=\"https:\/\/www.finra.org\/#\/\" target=\"_blank\" rel=\"noreferrer noopener\">FINRA<\/a>\/<a href=\"https:\/\/www.sipc.org\/\" target=\"_blank\" rel=\"noreferrer noopener\">SIPC.<\/a>&nbsp;Commission-free trading means $0 commission trades placed in brokerage accounts via web or mobile devices. Other fees may still apply. Please see the&nbsp;<a href=\"https:\/\/altruist.com\/legal\" target=\"_blank\" rel=\"noreferrer noopener\">Altruist Financial Fee Schedule<\/a>&nbsp;to learn more.By using this website, you understand the information being presented is provided for informational purposes only and agree to our&nbsp;<a href=\"https:\/\/altruist.com\/terms\/\" target=\"_blank\" rel=\"noreferrer noopener\">Terms of Use<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/altruist.com\/legal\" target=\"_blank\" rel=\"noreferrer noopener\">Privacy Policy<\/a>. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Altruist or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors. All investing involves risk, including the possible loss of money you invest, and past performance does not guarantee future performance. Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.<\/p>\n\n\n<p class=\"wp-block-paragraph has-small-font-size\" style=\"\">Clearing and custody of securities provided by Altruist Financial LLC. Check the background of Altruist Financial LLC on FINRA&rsquo;s&nbsp;<a href=\"https:\/\/brokercheck.finra.org\/\">BrokerCheck<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>A series where we sit down with advisors who have successfully broken away to start their own firms. Gain insights, best practices, and valuable advice as they share their journey, challenges, and triumphs. <\/p>\n","protected":false},"author":22,"featured_media":2202,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"content-type":"","_custom_page_spacing":"","_custom_nav_style":"","_hide_navigation":false,"_hide_footer":false,"_article_types":"webinar","footnotes":""},"categories":[80],"tags":[87],"class_list":["post-1924","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-advisor-stories","tag-breakaways"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The Breakaway Chronicles: Jason Payne - Altruist<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/altruist.com\/advisor-stories\/the-breakaway-chronicles-jason-payne\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Breakaway Chronicles: Jason Payne - Altruist\" \/>\n<meta property=\"og:description\" content=\"A series where we sit down with advisors who have successfully broken away to start their own firms. 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