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Aleksandar S Jakovljevic

Investment adviser representative at Park Avenue Securities LLC
17 yearsExperience
32 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

17 years in the industry.

  1. Guardian Life Insurance CompanyAug 2017 to now
  2. Park Avenue Securities LLCFeb 2009 to now
  3. Guardian Life Insurance Company of AmericaFeb 2009 to now
  4. Park Avenue SecurtiesAug 2017 to Oct 2017

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 32 states (AL, AZ, CA, CO, CT, DC, DE, FL, HI, ID, IL, MD, MI, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, TX, UT, VA, WA, WI, 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
5157705
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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