Jesse
Ramos

Park Avenue Securities LLC

CRD#6717675
Investment Advisor
in Missoula, MT

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About this Advisor

Jesse Ramos is an investment advisor whose office is in Missoula, Montana. Currently a registered financial advisor at Park Avenue Securities LLC, Ramos has 10 years of professional experience in the financial advisory industry. Ramos has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Ramos is registered to serve investors based out of Idaho and Montana. Over the course of their career, they have held roles at Us Army Corps Of Engineers, Associated Arborists, Neeley Electric Inc, Guardian Life Insurance Co Of America and Park Avenue Securities, LLC. Park Avenue Securities LLC is located in Missoula, Montana, and has 86 additional locations across the country. As a company, Park Avenue Securities LLC oversees $6 billion in assets throughout 31,460 client accounts and retains more than 1,745 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the United States. The firm manages 27,011 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 17% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Park Avenue Securities LLC can provide financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. The firm may charge clients 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

Disclosures

No

Office Location

1014 South Ave. W. Suite A
Missoula, MT 59801

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$5,705,775,495

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

1,745

MT Average: 88
Total Number of Accounts

31,460

MT Average: 3,892
Average Account Size

$181,366

MT 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

Jesse Ramos Work History

Jesse has 10 years of experience.

2017 - Present (4 years)

Park Avenue Securities, LLC

2015 - Present (6 years)

Guardian Life Insurance Co Of America

2014 - 2014 (< 1 year)

Neeley Electric Inc

2013 - 2014 (1 year)

Associated Arborists

2011 - 2013 (2 years)

Us Army Corps Of Engineers

2010 - 2010 (< 1 year)

Us Army Corps Of Engineers

Disclosures

Jesse Ramos has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Park Avenue Securities LLC

George Lehmann
Columbus, OH
April Schoen
Jacksonville, FL
John Depaola
Cranford, NJ
Nicholas Franco
Staten Island, NY
Caleb Robinson
Houston, TX
Mitchell Coopersmith
New York, NY
Jordan Ibsen
Las Vegas, NV
Cheskal Deutsch
Brooklyn, NY

This content was compiled from the SEC and FINRA.

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