Jason A Phipps
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
19 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
11 years in the industry.
- Park Avenue Securities LLCAug 2022 to now
- Guardian Life Insurance CompanyAug 2022 to now
- 9258 Wealth ManagementNov 2020 to Aug 2022
- Clinton Massie School DistrictAug 2020 to Jan 2022
- People's Bank, N.A.Apr 2015 to Oct 2020
- Raymond James Financial Services,incApr 2015 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 19 states (AL, AZ, CA, FL, IL, IN, KS, KY, MD, ME, MI, NC, NM, NY, OH, SC, TX, WA, 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
- 4376314
- Firm CRD
- 46173