Broker Check

Strategic Relationships

ParkBridge Wealth Management is backed by some of the most well-respected organizations in the financial services industry. While Jonathan I. Shenkman, AIF® serves as the point person for every client relationship, the below alliances give our clients access to the leading resources, top experts in the field, and peace of mind to know that their capital is being properly managed. These strategic relationships include:

Fidelity Institutional®:

The safety and security of our clients’ accounts is our number one priority. Every wealth management firm needs a clearinghouse to provide trade execution, clearing, and other related services for your investment accounts. ParkBridge Wealth Management utilizes National Finances Services (NFS), a Fidelity Investments broker-dealer, to clear and custody client assets. Fidelity has a reputation for integrity, with over 70 years of financial management experience, and over $10.5 trillion in assets under administration.1

1as of April 30, 2022.

Fidelity Investments and Fidelity Institutional® (together "Fidelity") is an independent company, unaffiliated with Kestra Financial and ParkBridge Wealth Management. Fidelity is a service provider to both. There is no form of legal partnership, agency affiliation, or similar relationship between your financial advisor and Fidelity, nor is such a relationship created or implied by the information herein. Fidelity has not been involved with the preparation of this contents and does not guarantee or assume any responsibility for its content. Institutional provides clearing, custody, or other brokerage services through National Financial Services, LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC. 1029824.1.0

Kestra Financial:

Kestra Financial, Inc. empowers leading independent advisors to provide superior client service. They support more than 1800 independent financial advisors by providing technology, compliance, and infrastructure necessary to process transactions. This partnership allows us unrivaled access to a number of best-in-class products and services as well as subject-matter experts.

Kestra Financial is the parent company of Kestra Investment Services, Member FINRA/SIPC and Kestra Advisory Services.

Coastline Wealth Management:

Coastline Wealth Management has extensive administrative and operational capabilities. ParkBridge Wealth Management utilizes Coastline’s robust back-office support team to process all administrative and operational matters. This includes account opening, money movement, account transfers, Required Minimum Distribution processing, setting up 529 College Savings Plans, establishing both revocable and irrevocable trusts, and other administrative matters to ensure a smooth and seamless client experience.