TrueAdvisor
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KJ
CFP
KJ
CFP

Katherine Jamil

Park Avenue Securities LLC
16 Years of Experience
Charlotte, NC
Broker
View SEC Summary
View SEC Summary

Katherine Jamil is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Charlotte, NC, with 16 years of industry experience. Katherine 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

6115 Park South Drive, Suite 200, Charlotte, NC, 28210

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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.

Learn about disclosures →
Employment History
Current Registrations
Park Avenue Securities LLCBroker
November 2021 - Present · 4 yrs 11 mos
Park Avenue Securities LLC
November 2021 - Present · 4 yrs 11 mos
Park Avenue Securities LLC
June 2021 - Present · 5 yrs 4 mos
Previous Registrations
Cornerstone Wealth
January 2018 - March 2021 · 3 yrs 2 mos
Cornerstone Wealth
January 2015 - December 2017 · 2 yrs 11 mos
LPL Financial LLCBroker
May 2012 - November 2017 · 5 yrs 6 mos
LPL Financial LLC
May 2012 - December 2014 · 2 yrs 7 mos
NFP Securities, INC.
December 2010 - June 2012 · 1 yr 6 mos
NFP Securities, INC.Broker
November 2010 - June 2012 · 1 yr 7 mos
Nrp Advisors, INC.
January 2010 - November 2010 · 10 mos
Nrp Financial, INC.Broker
September 2009 - November 2010 · 1 yr 2 mos
State Registrations10 states
CAFLGAILKYMDNCNENJSC
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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