Jp
Caswell
Park Avenue Securities LLC
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About this Advisor
Jp Caswell is a financial advisor based in Baton Rouge, Louisiana, working with Park Avenue Securities LLC. Jp has previously held positions at Guardian Life Insurance Company and Park Avenue Securities. Jp has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado, District of Columbia, Kentucky, Louisiana, Mississippi, Missouri, New Mexico, Oklahoma, and Texas. Currently, Jp is part of Park Avenue Securities LLC, which operates out of Baton Rouge, Louisiana. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jp Caswell Work History
Guardian Life Insurance Company
Park Avenue Securities
Disclosures
Please visit the SEC profile of Jp Caswell 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
Charlotte, NC
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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