Jeffrey
Kirshner
Park Avenue Securities LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Kirshner is a personal financial specialist based out of Scottsdale, Arizona who has 16 years of industry experience. Kirshner currently works for Park Avenue Securities LLC. They have been with Park Avenue Securities Llc for their entire career. Kirshner has Series 63 and Series 66 licenses, certifying them as a securities broker, and can operate in Arizona, California, Colorado, Kansas, Minnesota, Montana, Nevada, North Carolina, Oregon and Texas. Park Avenue Securities LLC is a financial advisory business that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets under management across its 57,359 customer accounts, making it one of the biggest firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 57,359 client accounts, 19% are associated with high-net-worth individuals who have more than $1 million in investable assets. Park Avenue Securities LLC provides a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fee schedules depend on which services the firm provides the client. However, fees charged by Park Avenue Securities LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Park Avenue Securities LLC Brokerage Details
$9,912,742,257
1,825
57,359
$172,819
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Kirshner Work History
Jeffrey has been registered as a financial advisor for 16 years.*
Park Avenue Securities
*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 Jeffrey Kirshner 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 Park Avenue Securities LLC
Bethlehem, PA
Columbus, OH
Port Chester, NY
Portsmouth, NH
Cincinnati, OH
Buffalo, NY
Liberty Hill, TX
Claremont, CA
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.
