Jeffrey
Clark

Park Avenue Securities LLC

CRD#4680009
Investment Advisor
in Reston, VA

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About this Advisor

Jeffrey Clark is a financial advisor based in Reston, Virginia, working with Park Avenue Securities LLC. Jeffrey has previously held positions at Guardian Life Insurance Company and Park Avenue Securities. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, District of Columbia, Florida, Maryland, Minnesota, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Jeffrey is part of Park Avenue Securities LLC, which operates out of Reston, Virginia. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

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

12110 Sunset Hills Road Suite 340
Reston, VA 20190

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

VA Average: 88
Total Number of Accounts

62,811

VA Average: 3,892
Average Account Size

$189,164

VA 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

Jeffrey Clark Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2003 - Present (21 years)

Guardian Life Insurance Company

2003 - Present (21 years)

Park Avenue Securities

Disclosures

Please visit the SEC profile of Jeffrey Clark 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

Marc Merber
Garden City, NY
Trevor Mcnally
Port Chester, NY
Daniel Andreotta
Charlotte, NC
Jessica Jade Valentini
West Palm Beach, FL
Joseph Miller
Las Vegas, NV
Matthew Nerz
Houston, TX
Louis Richards
Irvine, CA
Anthony Ryan
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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