Jennifer Harvey
Jennifer Harvey is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 9 years of industry experience. Jennifer 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
10801-1 N. MoPac Expressway, Suite 350, Austin, TX, 78759
Get directionsHistory
Regulatory History (2)
Financial
October 2025Criminal
June 1995Other Business ActivitiesSells Insurance
Jennifer is involved in outside insurance sales as a financial planner, selling life insurance, fixed annuities, disability, long-term care, and Med Supp. This activity requires a few hours per week.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Pruco Securities, LLC.Broker
Prudential Financial Planning Services
Eagle Strategies LLC
Nylife Securities LLCBroker
State Registrations3 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.