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Jonathon Chalk

Park Avenue Securities LLC
27 Years of Experience
Beachwood, OH
3 DisclosuresBroker
View SEC Summary
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Jonathon Chalk is a registered investment advisor at Park Avenue Securities LLC, based in Beachwood, OH, with 27 years of industry experience. Jonathon 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

24500 Chagrin Blvd., Suite 200, Beachwood, OH, 44122

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History

Regulatory History (3)
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.
Financial
April 2018
Final
Customer Dispute
July 2012
Settled
Customer Dispute
October 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jonathon is a Notary Public for the State of Ohio since August 2024, spending minimal time on this activity. This activity is not investment related.

Employment History
Current Registrations
Park Avenue Securities LLC
January 2018 - Present · 8 yrs 9 mos
Park Avenue Securities LLCBroker
January 2018 - Present · 8 yrs 9 mos
Park Avenue Securities LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
March 2015 - January 2018 · 2 yrs 10 mos
Ameriprise Financial Services, INC.
March 2015 - January 2018 · 2 yrs 10 mos
Morgan Stanley
June 2009 - March 2015 · 5 yrs 9 mos
Morgan StanleyBroker
June 2009 - March 2015 · 5 yrs 9 mos
Citigroup Global Markets INC.
March 2009 - June 2009 · 3 mos
Citigroup Global Markets INC.Broker
February 2009 - June 2009 · 4 mos
UBS Financial Services INC.
February 2007 - March 2009 · 2 yrs 1 mo
UBS Financial Services INC.Broker
February 2007 - March 2009 · 2 yrs 1 mo
Mcdonald Investments INC.
October 1999 - February 2007 · 7 yrs 4 mos
Mcdonald Investments INC.Broker
July 1999 - February 2007 · 7 yrs 7 mos
State Registrations5 states
AZFLGAMIOH
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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Jonathon Chalk - Financial Advisor | TrueAdvisor