JR
ChFC
JR
ChFC

John Ransom

39 Years of Experience
Shrewsbury, NJ
BrokerSells Insurance

John Ransom is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Shrewsbury, NJ, with 39 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

Fee Structure

Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.

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Location

1040 Broad Street, Suite 202, Shrewsbury, NJ, 07702-4331

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John has outside insurance activities since 1980, dedicating about 10-20% of his time. This activity is investment-related and generates more than 10% of his annual compensation.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2011 - Present · 15 yrs
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs
Park Avenue Securities LLC
May 1999 - Present · 27 yrs
Previous Registrations
International Planning Alliance, LLC
July 2003 - December 2011 · 8 yrs 5 mos
Guardian Investor Services CorporationBroker
December 1986 - May 1999 · 12 yrs 5 mos
State Registrations8 states
FLNJNYPASCTXVAVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.