Jonathan Stephen Markos
Investment adviser representative at Park Avenue Securities LLC
14 yearsExperience
12 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Jonathan Stephen Markos? 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
14 years in the industry.
- Park Avenue Securities LLCJan 2025 to now
- Guardian Life Insurance CompanyDec 2024 to now
- MML Investors Services LLCFeb 2013 to Dec 2024
- Massmutual Life Insurance CompanyApr 2012 to Dec 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 12 states (AZ, CA, ID, IL, NJ, NV, OH, OR, PA, TX, UT, 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
- 6062045
- Firm CRD
- 46173