Jason
Phipps
Park Avenue Securities LLC
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About this Advisor
Jason Phipps is a financial advisor working in West Chester, Ohio who has 1 year of industry experience. Phipps currently works for Park Avenue Securities LLC. Over the course of their career, Phipps has held roles at National Bank & Trust, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Raymond James Financial Services, Inc, People'S Bank, N.A, Clinton Massie School District, 9258 Wealth Management, Guardian Life Insurance Company and Park Avenue Securities. Phipps has Series 63 and Series 66 licenses, designating them as a securities agent, and is able to operate in Alabama, California, Florida, Illinois, Indiana, Kentucky, Maine, Michigan, New York, North Carolina, Ohio, South Carolina, Texas, Washington and Wisconsin. Park Avenue Securities LLC is a registered investment firm based out of New York, NY. The firm has offices in 385 locations and a total of 1,825 advisors. It oversees $10 billion in assets across its 57,359 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides services to 132 charitable organizations. Of its 57,359 customer accounts, 19% are held by high-net-worth clients who have greater than $1 million in investable assets. Park Avenue Securities LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules typically are based on which services the firm provides the client. Fees 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
Jason Phipps Work History
Jason has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Clinton Massie School District
9258 Wealth Management
Raymond James Financial Services,Inc
People'S Bank, N.A
Cetera Investment Advisers LLC
National Bank & Trust
Cetera Investment Services 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 Phipps 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
Columbus, OH
Warwick, NY
Allentown, PA
Cincinnati, OH
Bethlehem, PA
Mount Pleasant, SC
Buffalo, NY
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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