Jonathan Barnett
Investment adviser representative at Park Avenue Securities LLC
20 yearsExperience
9 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
20 years in the industry.
- Guardian Life Insurance CompanyJun 2024 to now
- Park Avenue Securities, LLCJun 2021 to now
- Guardian Life Insurance Co of AmericaJun 2021 to now
- CFP, Life & Health, Sie Exams Passed, Now Preparing for Series 7May 2020 to Jun 2021
- Boston University Financial Planning ProgramOct 2018 to May 2020
- Self-employed & Independent Research To Inform Next Career StepJan 2017 to Jun 2021
- Covalent Partners LLCMay 2006 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 9 states (FL, HI, MA, ME, NH, RI, VA, VT, 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
- 7356110
- Firm CRD
- 46173