Joel Lerner
Joel Lerner is a registered investment advisor at Park Avenue Securities LLC, based in Louisville, KY, with 27 years of industry experience. Joel 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
9300 Shelbyville Road, Suite 320, Louisville, KY, 40222
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2009Customer Dispute
December 2003Other Business ActivitiesSells Insurance
Joel is the assistant treasurer and a board member for Congregation Adath Jeshurun, dedicating minimal time. He also sells insurance and annuities, dedicating about a quarter of his time.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.
Metlife Securities INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Morgan Keegan & Company, INC.Broker
State Registrations7 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.