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Jared Evan Goldstine

Park Avenue Securities LLC

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About Jared Evan Goldstine

Jared Evan Goldstine is an Investment Advisor Representative at Park Avenue Securities LLC, a firm headquartered in New York, NY. Jared has been in the financial services industry since 2010, having held positions with various firms including RBJ Financial Group, Cistron Investment Advisors LLC, and Northwestern Mutual Life Insurance Company. Jared has a broad base of experience and holds multiple licenses, including Series 7, 66, and 65. He is registered to provide advisory services in nine states. Jared is a valuable resource for individuals and families seeking financial planning advice and portfolio management.

Firm Information

Jared Goldstine 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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Jared Goldstine’s Registration & Firm History

IL

03/19/2021 - Present

Park Avenue Securities LLC (DEERFIELD IL)

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Licenses & Designations

BOTH

Issued 11/30/2020

Series 66 - Uniform Combined State Law Examination

IA

Issued 01/27/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/31/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jared Evan Goldstine.
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