Jason Phipps
Jason Phipps is a registered investment advisor at Park Avenue Securities LLC, based in West Chester, OH, with 24 years of industry experience. Jason 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
9100 West Chester Towne Centre Dr, Suite 355, West Chester, OH, 45069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a board member/treasurer for Clinton Massie Peewee Football and treasurer/trustee for Wilmington CIC, dedicating minimal time to each. He also operates 7 Pillar Wealth Management, LLC as a DBA and sells fixed annuities, spending a few hours per week on each of these activities. Finally, Jason is the executor of an estate, spending minimal time on it.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
9258 Wealth Management, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Primevest Financial Services, INC.Broker
Great American Advisors, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations19 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.