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Jessica Leigh McCain

Park Avenue Investment Advisory, LLC

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About Jessica Leigh McCain

Jessica McCain is a financial advisor with Park Avenue Investment Advisory, LLC. Jessica is a CERTIFIED FINANCIAL PLANNER™ professional. Jessica has been in the financial services industry since November 30, 2015. Jessica is registered to provide investment advice in California, Connecticut, Louisiana, Maryland, Nevada, North Carolina, Texas, and Virginia. Jessica is also registered as a Registered Representative with Park Avenue Securities. Jessica specializes in providing financial advice to individuals and high-net-worth individuals.

Firm Information

Jessica McCain is currently registered with Park Avenue Investment Advisory, LLC. Park Avenue Investment Advisory, LLC is a New York-based investment advisory firm with 70 employees and $75,377,994 in regulatory assets under management. They provide financial planning, portfolio management for individuals, and selection of other advisers to clients including high-net-worth individuals, and individuals other than high-net-worth individuals. The firm also participates in a wrap fee program.
Park Avenue Investment Advisory, LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$75.38M

Assets Under Management

Not reported

Total Clients

9

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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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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Jessica McCain’s Registration & Firm History

TX

09/20/2024 - Present

Park Avenue Investment Advisory, LLC (THE WOODLANDS TX)

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Licenses & Designations

BOTH

Issued 05/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe Exchange, Inc.

F

FINRA

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

Nasdaq ISE, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Jessica Leigh McCain.
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