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Jeffery A Clemons

Investment adviser representative at Park Avenue Securities LLC
15 yearsExperience
8 statesRegistered in
CFP® certificationDesignation
$19.6BFirm assets

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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

15 years in the industry.

  1. Park Avenue Securities LLCJan 2024 to now
  2. Guardian Life Insurance CompanyJan 2024 to now
  3. Mutual of Omaha Insurance CompanyJun 2018 to Jan 2024
  4. Mutual of Omaha Investor ServicesJun 2018 to Jan 2024
  5. MML Investors Services LLCFeb 2011 to Jun 2018
  6. Mass Mutual Life Insurance CompanyJan 2011 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1992
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 8 states (AL, AZ, CA, LA, MI, NV, TX, 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
2279632
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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