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John Hersey

Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
13 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.

  1. Park Avenue Securities LLCFeb 2022 to now
  2. Guardian Life Insurance CompanyJan 2022 to now
  3. Renaissance Austin Senior LivingSep 2021 to Jun 2022
  4. Oneamerica SecuritiesJun 2021 to Dec 2021
  5. American United LifeFeb 2021 to Dec 2021
  6. Spectrum Retirement CommunitiesNov 2019 to Sep 2021
  7. Window WorldMay 2019 to Nov 2019
  8. Youth Advocate ProgramsFeb 2019 to May 2019
  9. Lowe's Home ImprovementFeb 2018 to Feb 2019
  10. The Heritage At Hunter's ChaseOct 2017 to Feb 2018
  11. UnemployedJul 2017 to Oct 2017
  12. Clifford Power SystemsOct 2013 to Jul 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021
  • Series 63 · Uniform Securities Agent State Law2022

State registrations

Registered as an investment adviser representative in 13 states (CA, FL, GA, IN, KS, KY, MD, MI, MO, NC, OR, TX, VA).

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
7266814
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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