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CFP
PJ
CFP

Paul Johnson

Park Avenue Securities LLC
20 Years of Experience
Brentwood, TN
1 DisclosureBroker
View SEC Summary
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Paul Johnson is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Brentwood, TN, with 20 years of industry experience. Paul 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

101 Westpark Dr, Suite 310, Brentwood, TN, 37027

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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.
Employment Separation After Allegations
October 2017
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Paul is a board member of Stronger Than My Father, dedicating minimal time to this non-investment related activity. He receives no compensation for this role.

Employment History
Current Registrations
Park Avenue Securities LLC
August 2023 - Present · 3 yrs 2 mos
Park Avenue Securities LLCBroker
August 2023 - Present · 3 yrs 2 mos
Previous Registrations
Summit Financial Group INC
May 2016 - October 2017 · 1 yr 5 mos
Cetera Investment Advisers LLC
October 2015 - October 2017 · 2 yrs
Summit Brokerage Services, INC.Broker
September 2015 - October 2017 · 2 yrs 1 mo
J P Turner & Company Capital Management, LLC
September 2011 - November 2015 · 4 yrs 2 mos
J.P. Turner & Company, L.L.C.Broker
September 2011 - September 2015 · 4 yrs
Spc
November 2006 - September 2011 · 4 yrs 10 mos
Sammons Securities Company, LLCBroker
February 2002 - September 2011 · 9 yrs 7 mos
Solid Investments LLC
November 2001 - December 2004 · 3 yrs 1 mo
Walnut Street Securities, INC.Broker
July 2000 - February 2002 · 1 yr 7 mos
State Registrations27 states
ALAZCACOCTDEFLGAILINKYLAMAMDMIMNMOMSNHNYOKORPASCTNVAWY
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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