Jonathan J Berube
Investment adviser representative at Park Avenue Securities LLC
25 yearsExperience
16 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- Park Avenue Securities LLCJan 2020 to now
- Guardian Life Insurance Co of AmericaJan 2020 to now
- Park Avenue Securiites, LLCJan 2020 to now
- UBS Financial Services Inc.May 2001 to Nov 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 16 states (CA, CO, CT, DC, FL, GA, MA, MD, ME, NC, NJ, NY, RI, TX, VA, WI).
Park Avenue Securities LLC
$19.6BAssets managed
82,118Clients
1,904Advisers
25 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2004124
- Firm CRD
- 46173