Jon
Lindsey
Park Avenue Securities LLC
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About this Advisor
Jon Lindsey is a financial advisor based out of Austin, Texas, with a total of 3 years of relevant experience. Lindsey works at Park Avenue Securities LLC. Throughout their career, Lindsey has worked at Capital One Investment Services, Sharebuilder 401K, J P Morgan Securities LLC, Capitalone Investment Services, Park Avenue Securities, Guardian Life Insurance Company and Capital One Sharebuilder, Inc. Lindsey has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Florida, Indiana and Texas. Park Avenue Securities LLC is a registered investment firm based out of New York, NY. The company has offices in 385 locations and a total of 1,825 employees. It controls $10 billion in total assets among its 57,359 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 132 charitable organizations. Of its 57,359 customer accounts, 19% are associated with high-net-worth individuals who have greater than $1 million in investable assets. Park Avenue Securities LLC has a diverse range 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 are offered. However, fee types billed by Park Avenue Securities LLC likely are 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
Jon Lindsey Work History
Jon has been registered as a financial advisor for 3 years.*
Park Avenue Securities
Guardian Life Insurance Company
J P Morgan Securities LLC
Sharebuilder 401K
Capital One Sharebuilder, Inc
Capitalone Investment Services
Capital One Investment Services
*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 Jon Lindsey 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
Port Chester, NY
Portsmouth, NH
Liberty Hill, TX
Warwick, NY
Mount Pleasant, SC
Cincinnati, OH
Allentown, PA
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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