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Jerett J Gilbert

Park Avenue Securities LLC

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About Jerett J Gilbert

Jerett J. Gilbert is a financial advisor with Park Avenue Securities LLC, with over a decade of experience in the industry. Jerett has a strong understanding of the financial markets and a commitment to providing personalized investment advice. His experience includes roles at Barclays Capital Inc., where he developed a deep understanding of financial products and services. Jerett is dedicated to helping clients achieve their financial goals through comprehensive financial planning and investment management strategies.

Firm Information

Jerett Gilbert 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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Jerett Gilbert’s Registration & Firm History

PA

07/06/2015 - Present

Park Avenue Securities LLC (BETHLEHEM PA)

NY

12/21/2010 - 07/07/2015

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/07/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/2011

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/28/2011

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/20/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerett J Gilbert.
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