Austin, TX 1 N. Mo Pac Expressway Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,910 advisors across 510 offices

Location

10801 1 N. Mo Pac Expressway, Suite 350

Austin TX 78759

Advisors at this office

4

Advisors at this office

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John H

Series 65, Series 63

Austin, TX

Guardian Life

John Hersey is a financial advisor at Guardian Life with Series 65 and Series 63 credentials and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2022 and serves as Vice President of the Austin Spartans Alumni Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary investment management using in-house and third-party strategies, including a hybrid digital advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nickelle L

Series 66

Austin, TX

Guardian Life

Nickelle Leist is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Prior to that, Leist was with Pinney Insurance for seven years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jennifer H

Series 63, Series 66

Austin, TX

Guardian Life

Jennifer Harvey is a financial advisor with Guardian Life in Austin, TX, holding Series 63 and Series 66 designations and bringing nine years of industry experience. Her prior roles include positions at MML Investors Services, MassMutual Life Insurance Co, The Prudential Insurance Company of America, Eagle Strategies LLC, and New York Life Insurance Company. She is also involved in the sales and service of insurance products outside of Guardian Life. Guardian Life's subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason D

Series 65, Series 66

Austin, TX

Guardian Life

Jason Davis is a financial advisor with Primerica Advisors based in Georgetown, TX. He holds Series 65 and Series 66 licenses and has four years of industry experience. Prior to his current role, he worked at First Command Advisory Services and served in the United States Army. Outside of his advisory work, Davis is involved in community activities, including serving as president of Eagles Ventures Group, a youth hockey referee, a board member of a property owners association, and chair of a local Boy Scout troop committee. Jason Davis is affiliated with Park Avenue Securities LLC, which serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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