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Credentials
Series 66
Experience Industry experience
1 year
Location
Mayo, FL
Guardian Life
Enterprise
Jerrett Kandzer is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2025. Outside of his advisory role, Kandzer is vice president of the BNI Gateway FL Chapter, a networking group, and is a 49% owner of MK Designs Co of Florida LLC, a marketing business specializing in logos, websites, and digital media. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, including financial planning and investment programs using proprietary and third-party models.
Based on Guardian Life
Based on Guardian Life
Flat fees for financial planning, consulting, business exit consulting generally $500 to $30,000.
$0 - $499,999.99: 2.05% (Park Avenue Portfolio Select Program maximum client fee) $500,000 - $999,999.99: 2.00% (Park Avenue Portfolio Select Program maximum client fee) $1,000,000 - $1,999,999.99: 1.95% (Park Avenue Portfolio Select Program maximum client fee) $2,000,000+: 1.90% (Park Avenue Portfolio Select Program maximum client fee)
Brokerage commissions on transaction-based accounts; ticket charges $10 per transaction for Park Avenue Portfolio Select.
Hourly fees for financial planning and consulting generally $100 to $500 per hour.
Subscription-Based Financial Planning fees up to $25,000 per agreement annually; Subscription-Based Business Financial Consulting fees up to $30,000 annually or per engagement.
Account minimum: $5,000 (VestWise minimum), $10,000 (most Park Avenue Proprietary Programs minimums, including Park Avenue Portfolio Select [closed to new investors], Park Avenue Signature Portfolio, Foundations, Quantitative Innovations, Park Avenue Strategist Select and Plus, UMA Select) Minimum fee: Annual Platform Fee minimum $90 per household for Park Avenue Proprietary Programs other than VestWise. Fee-only: Advisory and financial planning fees negotiated; financial planning fees range generally $100/hour to $500/hour or flat fees $500 to $25,000; subscription plans up to $25,000 annually.
Mayo, FL
Mayo FL
Advisors at this office
1
Alabama · California · Florida · Illinois · Ohio · Texas
1 year of industry experience
Park Avenue securities
2026 - Present • 1 year
Mayo, FL
Guardian Life Insurance Company
2026 - Present • 1 year
Mayo, FL
Guardian Life
2025 - Present • 1 year
Jacksonville, FL
Guardian Life Insurance Company of America
2022 - Present • 4 years
Jacksonville, FL
Florida Farm Bureau Insurance
2021 - 2022 • 1 year
Lake City, FL
Unemployed
2020 - 2021 • 1 year
Gainesville, FL
University of Florida
2018 - 2020 • 2 years
Gainesville, FL
University of Florida
2014 - 2018 • 4 years
Gainesville, FL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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