Jonathan Berube, financial advisor Buffalo NY

Jonathan Berube

CRD Number: 2004124
Current Firm: Park Avenue Securities LLC

Jonathan Berube (CRD# 2004124) is an Investment Advisor Representative working at Park Avenue Securities LLC in Buffalo, NY and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Of America Buffalo, NY Jan 2020 - Current 4
Park Avenue Securiites, LLC Buffalo, NY Jan 2020 - Current 4
Ubs Financial Services Inc. Buffalo, NY May 2001 - Nov 2019 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1990
S65 NASAA Investment Advisors Law Examination Aug 2000
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jonathan J. Berube
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • ME
  • MA
  • NY
  • NC
  • RI
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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