JH
JH

Jerry Hemmer

22 Years of Experience
Fort Myers, FL
BrokerSells Insurance

Jerry Hemmer is a registered investment advisor at Park Avenue Securities LLC, based in Fort Myers, FL, with 22 years of industry experience. Jerry 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

14021 Metropolis Ave., Fort Myers, FL, 33912

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Jerry is involved in several business activities, including rental properties, real estate companies, and a boat charter business. He also operates a general agency for Guardian Life Insurance and Park Ave Securities, dedicating full-time hours to this endeavor.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2006 - Present · 20 yrs 3 mos
Park Avenue Securities LLCBroker
December 2004 - Present · 21 yrs 9 mos
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
December 2002 - August 2004 · 1 yr 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTXUTVAVTWAWIWVWY
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.
Jerry Hemmer - Financial Advisor | TrueAdvisor