Jonathan Codispoti
Jonathan Codispoti is a registered investment advisor at Park Avenue Securities LLC, based in Columbus, OH, with 18 years of industry experience. Jonathan 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
8425 Pulsar Place, Suite 450, Columbus, OH, 43240
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Regulatory History (1)
Customer Dispute
October 2015Other 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
Park Avenue Securities LLCBroker
Previous Registrations
Nylife Securities LLCBroker
Pruco Securities, LLC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations10 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.