Jonathon Dodd, financial advisor Macon GA
89 score

Jonathon Dodd

CRD Number: 6260631
Current Firm: Park Avenue Securities LLC

Jonathon Dodd (CRD# 6260631) is an Investment Advisor Representative working at Park Avenue Securities LLC in Macon, GA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities LLC Macon, GA Jan 2016 - Current < 1
Guardian Life Insurance Co Macon, GA Nov 2015 - Current 1
Wells Fargo Advisors, LLC Macon, GA Oct 2013 - Nov 2015 2
Self-employeed Macon, GA Mar 2013 - Oct 2013 < 1
Merchant Account Management Macon, GA Nov 2012 - Oct 2013 < 1
Grant & Cook Equipment Macon, GA Jan 2013 - Jul 2013 < 1
Bank Of America Macon, GA Feb 2012 - Nov 2012 < 1
Unemployed Macon, GA Dec 2011 - Feb 2012 < 1
State Bank And Trust Macon, GA Oct 2011 - Nov 2011 < 1
Piedmont Community Bank Macon, GA Oct 2006 - Oct 2011 5
Bb&t Macon, GA Jun 2005 - Oct 2006 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Jonathon E. Dodd
Phone Number: 1-888-600-4667
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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