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JH
ChFC
JH
ChFC

Jeffrey Howard

Park Avenue Securities LLC
36 Years of Experience
Charlotte, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Howard is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Charlotte, NC, with 36 years of industry experience. Jeffrey 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

6115 Park South Drive, Suite 200, Charlotte, NC, 28210

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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.
Customer Dispute
March 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey owns rental property personally and through several LLCs (JDH Investments, NJ, LLC, and CJN, LLC), and is a trustee for two revocable trusts. He also sells insurance other than Guardian, dedicating about a quarter of his time to this activity.

Employment History
Current Registrations
Park Avenue Securities LLC
April 2004 - Present · 22 yrs 6 mos
Park Avenue Securities LLCBroker
May 1999 - Present · 27 yrs 5 mos
Previous Registrations
C.P. Advisory Services
December 2001 - April 2004 · 2 yrs 4 mos
Guardian Investor Services CorporationBroker
February 1990 - May 1999 · 9 yrs 3 mos
State Registrations29 states
AKAZCACODCFLGAILINMAMDMIMSNCNJNVNYOHORPARISCTNVAVTWAWIWVWY
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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