Jonathan Berube
Jonathan Berube is a registered investment advisor at Park Avenue Securities LLC, based in Buffalo, NY, with 36 years of industry experience. Jonathan 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
600 Delaware Avenue, Buffalo, NY, 14202
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
November 2019Criminal
February 2019Customer Dispute
June 2004Customer Dispute
November 1997Other Business Activities
Jonathan is the manager of Derbyshire LLC to ensure orderly succession, dedicating minimal time. He also serves on the City Centre Condominium Board of Directors, spending minimal time, some of which occurs during securities trading hours.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Park Avenue Securities LLC
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
H&r Block Financial Advisors, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations16 states
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.