Janel C Kalish
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
9 years in the industry.
- Park Avenue Securities LLCJun 2019 to now
- Guardian Life Insurance Company of AmericaMay 2019 to now
- UnemployedFeb 2019 to May 2019
- Investacorp IncJan 2018 to Feb 2019
- Klaas FinancialJan 2018 to Feb 2019
- Securities America, IncSep 2011 to Jan 2018
- Nan M. Zimdars, Inc.Aug 2010 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 3 states (IL, NC, WI).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1813960
- Firm CRD
- 46173