KJ
CFP
KJ
CFP

Kevin Janus

16 Years of Experience
Breinigsville, PA
Broker

Kevin Janus is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Breinigsville, PA, with 16 years of industry experience. Kevin 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

Breinigsville, PA

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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 Activities

Kevin serves as Vice Chairman and Board Director for the non-profit "Friends of the Levitt Pavilion at Steelstacks", a subsidiary of ArtsQuest. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Park Avenue Securities LLC
June 2021 - Present · 5 yrs 1 mo
Park Avenue Securities LLCBroker
June 2021 - Present · 5 yrs 1 mo
Park Avenue Securities LLC
June 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ameritas Investment Company, LLCBroker
February 2018 - May 2021 · 3 yrs 3 mos
Ameritas Advisory Services
February 2018 - May 2021 · 3 yrs 3 mos
MML Investors Services, LLC
March 2017 - February 2018 · 11 mos
MML Investors Services, LLCBroker
March 2017 - February 2018 · 11 mos
Msi Financial Services, INC.
August 2015 - March 2017 · 1 yr 7 mos
Msi Financial Services, INC.Broker
July 2015 - March 2017 · 1 yr 8 mos
W&s Brokerage Services, INC.Broker
August 2014 - July 2015 · 11 mos
Prudential Financial Planning Services
October 2009 - July 2014 · 4 yrs 9 mos
Pruco Securities, LLC.Broker
July 2009 - July 2014 · 5 yrs
State Registrations1 state
PA
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.