Jeremy
Kientz
Park Avenue Securities LLC
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About this Advisor
Jeremy Kientz is a financial advisor who works out of Missoula, Montana who has 1 year of industry experience. Kientz is an advisor for Park Avenue Securities LLC. Over the course of their career, they have held roles at Edward Jones, Wells Fargo Clearing Services, LLC, Guardian Life Insurance Company and Park Avenue Securities LLC. Kientz has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is able to operate in California, Missouri and Montana. Park Avenue Securities LLC is a financial advisory business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 financial advisors. It controls $10 billion in total assets across its 57,359 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% belong to high-net-worth investors who have more than $1 million in assets. The firm provides a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors are based on which service is offered. Fee types billed by Park Avenue Securities LLC can be comprised 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
Jeremy Kientz Work History
Jeremy has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Company
Park Avenue Securities LLC
Wells Fargo Clearing Services, LLC
Edward Jones
*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 Jeremy Kientz 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
Portsmouth, NH
Paramus, NJ
Warwick, NY
Port Chester, NY
Alpharetta, GA
Buffalo, NY
Allentown, PA
Liberty Hill, TX
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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