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Jan Axel Tribler

Investment adviser representative at Park Avenue Securities LLC
19 yearsExperience
11 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

19 years in the industry.

  1. Park Avenue Securities LLCAug 2024 to now
  2. Guardian Life InsuranceAug 2024 to now
  3. Cambridge Investment Research Advisors, Inc.Jul 2018 to Jul 2024
  4. Cambridge Investment Research, Inc.Jul 2018 to Jul 2024
  5. Park Avenue SecuritiesOct 2007 to Jul 2018
  6. Guardian Life Insurance Company of AmericaSep 2007 to Jul 2018

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2006
  • Series 65 · Uniform Investment Adviser Law2008

State registrations

Registered as an investment adviser representative in 11 states (AK, AZ, CA, CO, HI, NM, NV, OH, PA, TX, WA).

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
5232443
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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