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Jennifer Harvey

Park Avenue Securities LLC
9 Years of Experience
Austin, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jennifer Harvey is a registered investment advisor at Park Avenue Securities LLC, based in Austin, TX, with 9 years of industry experience. Jennifer 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

10801-1 N. MoPac Expressway, Suite 350, Austin, TX, 78759

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
October 2025
Pending
Criminal
June 1995
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other 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
December 2025 - Present · 10 mos
Park Avenue Securities LLCBroker
November 2025 - Present · 11 mos
Previous Registrations
MML Investors Services, LLC
August 2023 - October 2025 · 2 yrs 2 mos
MML Investors Services, LLCBroker
August 2023 - October 2025 · 2 yrs 2 mos
Pruco Securities, LLC.Broker
December 2022 - August 2023 · 8 mos
Prudential Financial Planning Services
December 2022 - August 2023 · 8 mos
Eagle Strategies LLC
September 2020 - December 2022 · 2 yrs 3 mos
Nylife Securities LLCBroker
December 2016 - December 2022 · 6 yrs
State Registrations3 states
CANCTX
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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