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.
At a glance
Services through Park Avenue Securities
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.
Career
- Sep 2026 – nowPark Avenue Securities LLCCurrent firm
Contact Jonathan
8351 E. Walker Springs Lane Suite 401Knoxville, TN 37923Office · Get directions Firm main line(888) 600-4667Headquarters: Park Avenue Securities · New York, NY
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Questions to ask Jonathan
Tailored to Jonathan’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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.