Jonathan Zimlich
Jonathan Zimlich is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Mobile, AL, with 31 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
1110 Montlimar Drive, Suite 420, Mobile, AL, 36609
Get directionsHistory
Regulatory History (1)
Criminal
September 1992Other Business ActivitiesSells Insurance
Jonathan places insurance outside of Guardian and spends minimal time on this activity. He also owns JZ Investments, a real estate LLC, and dedicates minimal time to it. Additionally, Jonathan has power of attorney for his parents and is a volunteer committee member for St Mary Parish, both requiring minimal time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
State Registrations20 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.