Jonathon
Dodd
Park Avenue Securities LLC
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About this Advisor
Jonathon Dodd is a financial advisor working in Atlanta, Georgia, who has been in the advisory business for 10 years. Dodd works at Park Avenue Securities LLC. Over the course of their career, they have held roles at Wells Fargo Advisors, LLC, Bank Of America, Merchant Account Management, Grant & Cook Equipment, Self-Employeed, Guardian Life Insurance Co, Park Avenue Securities LLC, Guardian Life Insurance Company and Park Avenue Securities. Dodd maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona, Florida, Georgia, Hawaii and Virginia. Park Avenue Securities LLC is an advisory firm that has its headquarters in Atlanta, Georgia. The firm has offices in 86 locations and a total of 1,811 advisors. It administers $11 billion in total assets among its 54,606 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 101 charities and foundations. Of its 54,606 client accounts, 19% belong to high-net-worth clients who have greater than $1 million in investable assets. Park Avenue Securities LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually vary depending on which service is offered. Fee types billed by Park Avenue Securities LLC may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Park Avenue Securities LLC Brokerage Details
$10,625,337,610
1,811
54,606
$194,582
Let us help match you with the right financial advisor for your needs.
Answer a few questions to get a personalized match.Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jonathon Dodd Work History
Jonathon has 10 years of experience.
Guardian Life Insurance Company
Park Avenue Securities
Park Avenue Securities LLC
Guardian Life Insurance Co
Wells Fargo Advisors, LLC
Grant & Cook Equipment
Self-Employeed
Bank Of America
Merchant Account Management
Disclosures
Jonathon Dodd has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Park Avenue Securities LLC
Memphis, TN
Honolulu, HI
Paramus, NJ
New Haven, CT
Pittsburgh, PA
Fort Myers, FL
Atlanta, GA
San Diego, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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