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RJ
ChFC
RJ
ChFC

Robert Johnson

Park Avenue Securities LLC
39 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Robert Johnson is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 39 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B in assets under management.

Park Avenue Securities LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1914 advisors
Number of Clients
82,118 clients
Average Client Portfolio
$238K average
Assets Under Management
$19.6B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.05%
$500K - $1000K2.00%
$1.0M - $2.0M1.95%
$2M+1.90%

Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8425 Pulsar Place, Suite 450, Columbus, OH, 43240

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
May 1998
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Robert sells insurance products other than Guardian products when those products don't meet client needs, dedicating minimal time to this. He also owns multiple rental properties.

Employment History
Current Registrations
Park Avenue Securities LLC
October 2003 - Present · 23 yrs
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
Guardian Investor Services CorporationBroker
September 1995 - May 1999 · 3 yrs 8 mos
CUNA Brokerage Services, INC.Broker
October 1993 - September 1995 · 1 yr 11 mos
Century Investors of America, INC.Broker
October 1987 - October 1993 · 6 yrs
State Registrations24 states
ALAZCOFLGAIAILINKYNCNHNJNMNVNYOHORPASCTNTXVAWAWV
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.
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