Sergio Jimenez-gudino
Investment adviser representative at Park Avenue Securities LLC
9 yearsExperience
4 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
9 years in the industry.
- Park Avenue Securities LLCSep 2024 to now
- Guardian Life InsuranceSep 2024 to now
- Dominion Capital LLCOct 2023 to Sep 2024
- Sequent Planning, LLCMar 2021 to Oct 2023
- Jimenez Wealth Legal Advisors PcMay 2020 to Sep 2024
- Animus Wealth Management, LLCMay 2020 to Mar 2021
- Multiple CarriersJan 2020 to Sep 2024
- Eagle Strategies LLCOct 2017 to May 2020
- New York Life Insurance CoSep 2015 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 4 states (CA, NV, TX, WY).
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
- 4902263
- Firm CRD
- 46173