ChooseAFinancialAdvisor.com
Advisors / Tennessee / Knoxville
22yrs

Jonathan Palk

Financial advisor at Park Avenue Securities

Jonathan Palk has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Knoxville, Tennessee. Jonathan joined Park Avenue Securities in 2026, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets, hourly fees, and flat fees.

One of 802 advisors with offices in Knoxville, and one of 698 fiduciaries.

Knoxville, TN 37923Fiduciary advisor

At a glance

Experience22 years (since 2005)
How that compares ?More experience than 66% of advisors at Park Avenue Securities
Office8351 E. Walker Springs Lane Suite 401, Knoxville, TN 37923
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$230,599
Advisors at the firm1,909
States licensed ?1 state

Services through Park Avenue Securities

Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational seminars and workshops

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Sep 2026 – now

Questions to ask Jonathan

Tailored to Jonathan’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Jonathan

How do I contact Jonathan?

Call Park Avenue Securities at (888) 600-4667 and ask for Jonathan Palk. Jonathan works from the Knoxville, TN office.

How long has Jonathan been a financial advisor?

Jonathan has been in the industry since 2005, about 22 years. More experience than 66% of advisors at Park Avenue Securities.

What licenses does Jonathan hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Jonathan a fiduciary?

Jonathan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Jonathan paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jonathan for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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