April
Schoen

Park Avenue Securities LLC

CRD#6039563
Investment Advisor
in Jacksonville, FL

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About this Advisor

April Schoen is a financial advisor who works out of Jacksonville, Florida, who has been in the financial industry for 10 years. Schoen works at Park Avenue Securities LLC. Throughout their career, Schoen has worked at Symetra Investment Services, Inc, The Gabor Agency, Inc, Guardian, Park Ave Securities, Guardian Life Insurance Co Of America and Park Avenue Securities. Schoen maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in California, Florida, North Carolina and Washington. Park Avenue Securities LLC is an advisory business that has its headquarters in Jacksonville, Florida. The firm has offices in 86 locations and a total of 1,745 employees. It has $6 billion in total assets between its 31,460 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 63 charities and foundations. Of its 31,460 accounts, 17% are associated with high-net-worth clients who have at least $1 million in investable assets. Park Avenue Securities LLC has a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management usually are based on the financial services offered. However, fee types billed by Park Avenue Securities LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

8649 Baypine Road Suite 100 Bldg 7
Jacksonville, FL 32256

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

FL Average: $7,464,549,021
Total Number of Employees

1,745

FL Average: 88
Total Number of Accounts

31,460

FL Average: 3,892
Average Account Size

$181,366

FL Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

April Schoen Work History

April has 10 years of experience.

2018 - Present (3 years)

Guardian Life Insurance Co Of America

2018 - Present (3 years)

Park Avenue Securities

2014 - 2018 (4 years)

Guardian

2014 - 2018 (4 years)

Park Ave Securities

2012 - 2014 (2 years)

Symetra Investment Services, Inc

2010 - 2014 (4 years)

The Gabor Agency, Inc

Disclosures

April Schoen has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

Richard Webb
Beachwood, OH
Thomas Williams
Atlanta, GA
Walker Johnson
Baton Rouge, LA
William Franz
Fort Myers, FL
Kamran Ellini
Houston, TX
Corey Phillips
Pittsfield, MA
Vincent Vaghi
Bethesda, MD
Jed Goldberg
Latham, NY

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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