Jace
Kyle
Park Avenue Securities LLC
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About this Advisor
Jace Kyle is a financial advisor based in Morgantown, West Virginia with a total of 3 years of relevant experience. Kyle works at Park Avenue Securities LLC. Their career trajectory has included roles at Guardian Life Insurance, West Virginia University, Tygarts Valley Middle/High School and Park Avenue Securities. Kyle maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in California, Maryland, Michigan, Ohio, Pennsylvania and West Virginia. Park Avenue Securities LLC is a registered investment company that has its headquarters in New York, NY. The investment advisory business has offices in 385 locations and a total of 1,825 people on staff. 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 advises 132 charities and foundations. Of its 57,359 accounts, 19% belong to high-net-worth investors who have at least $1 million in investable assets. Park Avenue Securities LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors usually are based on the financial services. Fee types billed by Park Avenue Securities LLC can consist of any combination 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
Jace Kyle Work History
Jace has been registered as a financial advisor for 3 years.*
Park Avenue Securities
Guardian Life Insurance
West Virginia University
Tygarts Valley Middle/High School
*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 Jace Kyle to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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