Joseph Davidson
Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
14 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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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
13 years in the industry.
- Park Avenue Securities LLCMar 2026 to now
- Guardian Life Insurance CompanyMar 2026 to now
- Northwestern Mutual Wealth Management CompanySep 2021 to Feb 2026
- Northwestern Mutual Investment Services LLCJul 2020 to Feb 2026
- Northwestern Mutual Life Insurance CompanyJul 2020 to Feb 2026
- Old Fort Banking CompanyJan 2019 to Jun 2020
- UnemployedMay 2018 to Dec 2018
- Bowling Green State UniversityJun 2013 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 14 states (AZ, CA, CO, FL, IL, IN, KY, MI, NY, OH, OK, PA, TX, WA).
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
- 7257087
- Firm CRD
- 46173