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Jonathan Blinken

Park Avenue Securities LLC
31 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jonathan Blinken is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 31 years of industry experience. Jonathan 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

437 Madison Avenue, 29th Floor, New York, NY, 10022

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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
July 2010
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jonathan is a board member for American Friends of Bar Ilan University and Sharsheret, and is involved with Zero Eyes, a technology company. He also handles employee benefits including life, disability, and medical insurance, dedicating about 10-20% of his time to this investment-related activity, and serves as co-trustee for his parents' estate and co-POA for his parents.

Employment History
Current Registrations
Park Avenue Securities LLC
August 2020 - Present · 6 yrs 2 mos
Park Avenue Securities LLC
December 2006 - Present · 19 yrs 10 mos
Park Avenue Securities LLCBroker
December 2006 - Present · 19 yrs 10 mos
Previous Registrations
MML Investors Services, INC.Broker
May 1995 - November 2006 · 11 yrs 6 mos
State Registrations9 states
CACTFLNCNJNVNYOHVA
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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