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Jace Mckean Kyle

Park Avenue Securities LLC

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About Jace Mckean Kyle

Jace Mckean Kyle is an investment advisor representative with Park Avenue Securities LLC. Jace Kyle has been in the securities industry since November 1, 2020 and is registered in 10 states. Jace Kyle is also a registered investment advisor in 7 states. Jace Kyle holds the Series 66, Series 7TO, and SIE exams. Jace Kyle has a bachelor's degree in finance and has worked in various roles in the financial services industry, including as an insurance agent, an adjunct professor, and a rental property manager. Jace Kyle specializes in providing financial planning and investment management services to individuals and businesses. Jace Kyle is committed to providing clients with personalized service and helping them achieve their financial goals.

Firm Information

Jace Kyle is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jace Kyle’s Registration & Firm History

WV

11/23/2020 - Present

Park Avenue Securities LLC (MORGANTOWN WV)

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Licenses & Designations

BOTH

Issued 06/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/02/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/29/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jace Mckean Kyle.
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