Jeffrey
Howard

Park Avenue Securities LLC

CRD#2015174
Investment Advisor
in Charlotte, NC
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About this Advisor

Jeffrey Howard is an investment advisor who lives in Charlotte, North Carolina. Currently a registered financial advisor with Park Avenue Securities LLC, Howard has an impressive 29 years of practice as an investment advisor. Howard has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Howard is registered to serve clients in Alaska, Colorado, Minnesota, West Virginia, California, Washington, D.C., Florida, Georgia, Illinois, South Carolina, Washington, Indiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, North Carolina, Ohio, Pennsylvania, Texas and Virginia. The advisor has gained experience at Park Avenue Securities LLC, Guardian Life Insurance Co Of America and Cp Advisory Services, Inc. Park Avenue Securities LLC is headquartered in Charlotte, North Carolina, and operates out of 86 locations in the country. As a registered investment advisory firm, Park Avenue Securities LLC manages $3 billion in assets dispersed across 18,575 client accounts and employs more than 1,708 people. The amount of assets the firm manages places it among the biggest firms in the United States. The firm manages 15,111 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 24% of the advisor firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Park Avenue Securities LLC can offer financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Years of Experience

29 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

Yes

Office Location

4201 Congress St Suite 295
Charlotte, NC 28209

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

NC Average: 88
Total Number of Accounts

25,160

NC Average: 3,892
Average Account Size

$159,876

NC 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

Jeffrey Howard Work History

Jeffrey has 29 years of experience.

2013 - Present (6 years)

Guardian Life Insurance Co Of America

1999 - Present (20 years)

Park Avenue Securities LLC

1989 - Present (30 years)

Cp Advisory Services, Inc

Disclosures

Jeffrey Howard has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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