Jonathan
Mckinney
Park Avenue Securities LLC
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About this Advisor
Jonathan Mckinney is a financial advisor who works in New York, New York with 1 year of industry experience. Mckinney is an advisor for Park Avenue Securities LLC. Over the course of their career, Mckinney has held roles at University Of South Carolina, Paul Tortorella, Northwestern Mutual Investment Services, LLC, Stephen Schwartz, Kevin Luchetta, Michael Schwartz, Northwestern Mutual Wealth Management Company, Northwestern Mutual Life Insurance Company, Guardian Life Insurance Company, Park Avenue Securities, Jim Dinardo and Mckinney Automotive. Mckinney holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York, North Carolina, Pennsylvania, South Carolina and West Virginia. Park Avenue Securities LLC is a company operating out of New York, NY. The company has offices in 385 locations and a total of 1,825 people on staff. It administers $10 billion in assets across its 57,359 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm advises 132 charitable organizations. Of its 57,359 customer accounts, 19% belong to high-net-worth clients who have at least $1 million in investable assets. The business provides a broad set 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 are based on the financial services. However, fees billed by Park Avenue Securities LLC can include 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
Jonathan Mckinney Work History
Jonathan has been registered as a financial advisor for 1 years.*
Guardian Life Insurance Company
Park Avenue Securities
Northwestern Mutual Life Insurance Company
Northwestern Mutual Wealth Management Company
Paul Tortorella
Northwestern Mutual Investment Services, LLC
Stephen Schwartz
Kevin Luchetta
Michael Schwartz
Northwestern Mutual Wealth Management Company
Jim Dinardo
University Of South Carolina
Mckinney Automotive
*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 Mckinney 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
Charlotte, NC
Port Chester, NY
New York, NY
Allentown, PA
Bethlehem, PA
Mount Pleasant, SC
Claremont, CA
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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