James P Mcgovern
Investment adviser representative at Park Avenue Securities LLC
24 yearsExperience
36 statesRegistered in
CFP® certification, ChFC®Designations
$19.6BFirm assets
Are you James P Mcgovern? Claim your profile
Contact this firm
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
24 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities LLCJan 2003 to now
- Guardian Life Insurance Company of AmericaJun 2002 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 36 states (AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, VA, VT, WA, WV).
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
- 4626060
- Firm CRD
- 46173