Jordon
Santos
Park Avenue Securities LLC
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About this Advisor
Jordon Santos is a financial advisor operating in Honolulu, Hawaii with 1 year of relevant experience. Santos is an employee of Park Avenue Securities LLC. Throughout their career, they have worked at Westpac Wealth Partners, Central Pacific Bank, Northern Arizona University, First Hawaiian Bank, New City Nissan, City And County Of Honolulu, Old Navy, Pearl City High School, Guardian Life Insurance Company and Park Avenue Securities. Santos holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Hawaii. Park Avenue Securities LLC is a company operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 people on staff. It has $10 billion in assets under management between its 57,359 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm advises 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have more than $1 million in assets available to invest. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually are based on which service is provided. However, fees billed by Park Avenue Securities LLC most likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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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
Jordon Santos Work History
Jordon has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Company
Park Avenue Securities
Westpac Wealth Partners
Central Pacific Bank
Northern Arizona University
First Hawaiian Bank
Northern Arizona University
New City Nissan
Northern Arizona University
City And County Of Honolulu
Northern Arizona University
Old Navy
Northern Arizona University
Old Navy
Northern Arizona University
Pearl City High School
*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 Jordon Santos 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
Wilmington, DE
Jacksonville, FL
Claremont, CA
Warwick, NY
Liberty Hill, TX
Scarsdale, NY
New York, NY
Mount Pleasant, SC
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.
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