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Jonah Sebastian Callandret

Park Avenue Securities LLC

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About Jonah Sebastian Callandret

Jonah Sebastian Callandret is a registered investment advisor representative with Park Avenue Securities LLC. Jonah has been in the financial services industry for over 2 years, and holds the Series 7TO, SIE, Series 63, and Series 65 licenses. Jonah is registered to provide investment advice and sell securities in California, Connecticut, Florida, Maine, Maryland, Massachusetts, New Hampshire, New Jersey, New York, Rhode Island, South Carolina, and Virginia. Jonah's specializations include financial planning, educational seminars, selection of other advisors, and portfolio management for individuals. Jonah is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Jonah Callandret 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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Jonah Callandret’s Registration & Firm History

MA

03/14/2023 - Present

Park Avenue Securities LLC (NEEDHAM MA)

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Licenses & Designations

IA

Issued 01/07/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/02/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/03/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/05/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jonah Sebastian Callandret.
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