Jonathan
Codispoti

Park Avenue Securities LLC

CRD#5354969
Investment Advisor
in Columbus, OH

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About this Advisor

Jonathan Codispoti is a financial advisor based in Columbus, Ohio, with a total of 8 years of relevant experience. Codispoti is on the advisory team at Park Avenue Securities LLC. Their career trajectory has included roles at Nylife Securities, LLC, New York Life, Guardian and Park Ave Secruities. Codispoti holds a Series 63 license, qualifying them as a securities representative, and can serve investors in Michigan and Ohio. Park Avenue Securities LLC is a registered investment firm operating out of New York, NY. The firm has offices in 385 locations and a total of 1,825 financial advisors. It administers $10 billion in assets under management between its 57,359 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have more than $1 million in assets. The business performs a number 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 typically depend on which service is provided. However, fee types charged by Park Avenue Securities LLC likely consist of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

8 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

8425 Pulsar Place Suite 450
Columbus, OH 43240

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

OH Average: 88
Total Number of Accounts

57,359

OH Average: 3,892
Average Account Size

$172,819

OH 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

Jonathan Codispoti Work History

Jonathan has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Guardian

2015 - Present (9 years)

Park Ave Secruities

2013 - 2015 (2 years)

Nylife Securities, LLC

2012 - 2015 (3 years)

New York Life

*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 Jonathan Codispoti 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

William Roerden
Warwick, NY
Andrew Guyton
Portsmouth, NH
Corwin Davidson
Liberty Hill, TX
Chelsea Gottschling
Claremont, CA
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH
Shane Davis
Allentown, PA
Derek Malis
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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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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