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Jonathan Codispoti

Park Avenue Securities LLC
18 Years of Experience
Columbus, OH
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jonathan Codispoti is a registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 18 years of industry experience. Jonathan 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

8425 Pulsar Place, Suite 450, Columbus, OH, 43240

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History

Regulatory History (1)
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Customer Dispute
October 2015
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jonathan sells insurance products from carriers other than Guardian when it's more suitable for the client, dedicating minimal time to this. He is also involved with the Dublin Football League, Legacy Wealth Strategies LLC, and the OhioHealth Foundation Executive Committee.

Employment History
Current Registrations
Park Avenue Securities LLC
May 2015 - Present · 11 yrs 5 mos
Park Avenue Securities LLCBroker
May 2015 - Present · 11 yrs 5 mos
Previous Registrations
Nylife Securities LLCBroker
February 2013 - May 2015 · 2 yrs 3 mos
Pruco Securities, LLC.Broker
August 2010 - January 2013 · 2 yrs 5 mos
New England Securities Corporation
August 2007 - August 2010 · 3 yrs
New England SecuritiesBroker
July 2007 - August 2010 · 3 yrs 1 mo
State Registrations10 states
AKAZCACOFLKYMIOHPATX
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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