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Advisors / New Jersey / Shrewsbury
5yrs

John Schaefer

Financial advisor at Park Avenue Securities

John Schaefer is a fiduciary financial advisor in Shrewsbury, New Jersey, with 5 years in the industry. John joined Park Avenue Securities in 2021, 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 137 advisors with offices in Shrewsbury, and one of 131 fiduciaries.

Shrewsbury, NJ 07702Fiduciary advisor

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
Office1040 Broad Street Suite 202, Shrewsbury, NJ 07702
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 ?2 states

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 66Uniform Combined State Law Examination

Career

  1. 2021 – now

Questions to ask John

Tailored to John’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 John

How do I contact John?

Call Park Avenue Securities at 1-888-600-4667 and ask for John Schaefer. John works from the Shrewsbury, NJ office.

How long has John been a financial advisor?

John has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does John hold?

Series 66. Tap any license on this page to see what it allows.

Is John a fiduciary?

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

How is John paid?

Park Avenue Securities reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask John 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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