Jamestown, NY W Third Street Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

6

Of 1,910 advisors across 510 offices

Location

513 W Third Street

Jamestown NY 14701

Advisors at this office

6

Advisors at this office

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Andrew N

Series 66

Jamestown, NY

Guardian Life

Andrew Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 19 years of prior experience at Schaffner Knight Minnaugh & Co., P.C., and has also worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of his advisory role, he serves on the board of directors for Absolute Love Adoptions, Inc. and provides independent business consulting focused on strategic planning and organizational development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports both discretionary and non-discretionary account management.

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

Series 66

Jamestown, NY

Guardian Life

Samuel Fitch is a Series 66-licensed financial advisor with Primerica Advisors, based in Jamestown, NY, and has two years of industry experience. His prior work includes roles at Parn Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board of directors for New Creation Assembly of God and operates a retail comic book shop through Pearl City Comics, LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies, along with financial planning and retirement consulting.

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

Series 66

Jamestown, NY

Guardian Life

David Allen is a financial advisor at Primerica Advisors with Series 66 credentials and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and has been involved with Moon Brook Country Club in a non-investment capacity. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

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

Series 63

Jamestown, NY

Guardian Life

Mark Nelson is a financial advisor with Primerica Advisors in Jamestown, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Nelson serves as Treasurer-Monitor for a Masonic Lodge, is a board member of the Maple Grove Cemetery Association, and participates on the board of the Winifred Crawford Dibert Boys and Girls Club of Jamestown. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms, and provides additional account-level services such as lending solutions and donor-advised funds.

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

Series 66

Jamestown, NY

Guardian Life

Matthew Morse is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Luv Toyota and Duncan Suzuki. Outside of his advisory work, he serves as a board member of the Suicide Prevention Alliance and acts as an estate executor for family members. Park Avenue Securities provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party portfolio strategies.

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

Series 63, Series 65

Jamestown, NY

Guardian Life

Eric Harvey is a financial advisor with Primerica Advisors in Jamestown, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Harvey serves as a board member for both the Chautauqua Blind Association and the Rotary Club Jamestown Community Service Fund. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax-harvesting.

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