JB
JB

Jonathan Blinken

30 Years of Experience
New York, NY
1 DisclosureBrokerSells Insurance

Jonathan Blinken is a registered investment advisor at Park Avenue Securities LLC, based in New York, NY, with 30 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1877 advisors
Number of Clients
71,074 clients
Average Client Portfolio
$211K average
Assets Under Management
$15.0B

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.

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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
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 · 5 yrs 9 mos
Park Avenue Securities LLCBroker
December 2006 - Present · 19 yrs 5 mos
Park Avenue Securities LLC
December 2006 - Present · 19 yrs 5 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.