JC
ChFC
JC
ChFC

John Crane

23 Years of Experience
Reston, VA
BrokerSells Insurance

John Crane is a ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Reston, VA, with 23 years of industry experience. John 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

11600 Sunrise Valley Drive, Suite 100, Reston, VA, 20191

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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

John sells outside insurance products and owns residential rental real estate. He also dedicates about 10-20% of his time to life coaching and is writing/selling a book, while dedicating minimal time to advisory board duties and another book project. John also works full-time for Crane Financial LLC and dedicates a few hours per week as adjunct faculty for NVCC.edu.

Employment History
Current Registrations
Park Avenue Securities LLC
March 2004 - Present · 22 yrs 2 mos
Park Avenue Securities LLCBroker
November 2002 - Present · 23 yrs 6 mos
State Registrations18 states
AZCACOCTDCFLGAINMDNCNYOHORPATXVAWAWI
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.