Jason
Lurie

Park Avenue Securities LLC

CRD#5453402
Investment Advisor
in Latham, NY

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About this Advisor

Jason Lurie is a financial advisor based in Latham, New York, with 10 years of relevant experience. Lurie works at Park Avenue Securities LLC. During their career, Lurie has held roles at Cetera Financial Specialists LLC, Cetera Investment Advisers LLC, Bsn Medical, Guardian Life Insurance Co and Park Avenue Securities LLC. Lurie maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Arizona, California, Connecticut, Florida, Illinois, Maine, New Jersey, New York, Rhode Island, South Carolina and Texas. Park Avenue Securities LLC is a registered investment firm that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 advisors. It manages $10 billion in assets under management between its 57,359 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 132 charities and foundations. Of its 57,359 customer accounts, 19% are associated with high-net-worth individuals who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fee schedules usually depend on the type of services provided. Fee types billed by Park Avenue Securities LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

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

1207 Troy Schenectady Road Suite 201
Latham, NY 12110

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

NY Average: 88
Total Number of Accounts

57,359

NY Average: 3,892
Average Account Size

$172,819

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Jason Lurie Work History

Jason has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Guardian Life Insurance Co

2013 - Present (11 years)

Park Avenue Securities LLC

2012 - 2013 (1 year)

Bsn Medical

2007 - 2013 (6 years)

Cetera Financial Specialists LLC

2007 - 2013 (6 years)

Cetera Investment Advisers LLC

*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 Jason Lurie 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

George Papanicolaou
Port Chester, NY
Justin Holley
Bothell, WA
Chelsea Gottschling
Claremont, CA
Shane Davis
Allentown, PA
Bartosz Warzycha
Columbus, OH
John Kelley
Englewood, CO
Benjamin Decker
Mount Pleasant, SC
Corwin Davidson
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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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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