Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
19yrs
Jonathan Codispoti
Full name on record: Jonathan P Codispoti
Financial advisor at Park Avenue Securities
Based in Columbus, Ohio, Jonathan Codispoti is a financial advisor with 19 years of industry experience. Jonathan joined Park Avenue Securities in 2015, after three years at New England Securities. Park Avenue Securities offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 62% of advisors in Columbus
Office8425 Pulsar Place Suite 450, Columbus, OH 43240
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
Career
- 2015 – nowPark Avenue Securities LLCCurrent firm
- 2007 – 2010New England SecuritiesPreviously
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
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About Jonathan
How do I contact Jonathan?
Call Park Avenue Securities at 1-888-600-4667 and ask for Jonathan Codispoti. Jonathan works from the Columbus, OH office.
How long has Jonathan been a financial advisor?
Jonathan has been in the industry since 2007, about 19 years. More experience than 62% of advisors in Columbus.
What licenses does Jonathan hold?
Series 63. Tap any license on this page to see what it allows.
Is Jonathan a fiduciary?
Jonathan is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
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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