Jon Andrew Frederickson
Investment adviser representative at Park Avenue Securities LLC
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$19.6BFirm assets
Are you Jon Andrew Frederickson? Claim your profile
Contact this firm
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
19 years in the industry.
- Guardian Life Insurance CompnanyJun 2024 to now
- Park Avenue Securities, LLCAug 2021 to now
- Guardian Life Insurance Co of America, Inc.Apr 2021 to Jun 2024
- UnemployedFeb 2020 to Apr 2021
- Pruco Securities, LLCNov 2007 to Feb 2020
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (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
- 4089132
- Firm CRD
- 46173