Park Avenue Securities LLC

Investment Advisor
in Atlanta, GA

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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

Series 66

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



Office Location

5040 Roswell Road
Atlanta, GA 30342

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management


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


GA Average: 88
Total Number of Accounts


GA Average: 3,892
Average Account Size


GA 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

Jonathon Dodd Work History

Jonathon has 10 years of experience.

2018 - Present (5 years)

Guardian Life Insurance Company

2018 - Present (5 years)

Park Avenue Securities

2016 - Present (7 years)

Park Avenue Securities LLC

2015 - Present (8 years)

Guardian Life Insurance Co

2013 - 2015 (2 years)

Wells Fargo Advisors, LLC

2013 - 2013 (< 1 year)

Grant & Cook Equipment

2013 - 2013 (< 1 year)


2012 - 2012 (< 1 year)

Bank Of America

2012 - 2013 (1 year)

Merchant Account Management


Jonathon Dodd has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

John Fisher
Memphis, TN
Spencer Dung
Honolulu, HI
Zachary Fuld
Paramus, NJ
Alan Nathan
New Haven, CT
Andrew White
Pittsburgh, PA
Seth Arndt
Fort Myers, FL
Jonathon Dodd
Atlanta, GA
Alfred Valencia
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

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, and 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.

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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.

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