James Walton Park

Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2018 → 05/2023
  Edward Jones
  St Louis, MO
• 02/2015 → 08/2018
  James Park Enterprises, Inc
  Bedford, TX
• 05/2023 → 03/2026
  Principal Life Insurance Company
  Ft Worth, TX
• 05/2023 → 03/2026
  Principal Securities, Inc.
  Ft Worth, TX
• 01/2024 → 08/2024
  Mccune And Whitely Wealth Management
  Ft Worth, TX
• 03/2026 → Present
  Guardian Life Insurance Company
  Southlake, TX
• 03/2026 → Present
  Park Avenue Securities
  Southlake, TX

Previous Registrations

• 2023-05-30 → 2026-03-30
  Principal Securities, Inc.
  Euless, TX
  Fort Worth, TX
  Fort Worth, TX
  Fort Worth, TX
• 2018-10-05 → 2023-06-01
  Edward Jones
  Bedford, TX
  St Louis, MO
  North Richland Hills, TX
  Arlington, TX

Other Businesses

Name: Euless Historical Preservation Committee Start date: 01/13/2025 Address: 201 Cullum Drive, Euless, TX, 76039 4 total hours per month 1 during securities trading hours Not Investment related Volunteer for Euless Citizen's Fire Academy Alumni Association Start Date: 01/01/2025 Address: ECFAAA Fire Administration Building 201 N. Ector Drive Euless, TX 76039 3 total hours per month .5 during securities trading hours Not Investment related

Exams

• S66 Uniform Combined State Law Examination
  2018-10-04