Jeremy Graham Edge
Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
25 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
13 years in the industry.
- Park Avenue Securities LLCOct 2024 to now
- Guardian Life Insurance CompanyOct 2024 to now
- MML Investors Services, LLCNov 2023 to Oct 2024
- Signature Resources Capital Management, LLCDec 2021 to Nov 2023
- MML Investors Services LLCJan 2017 to Dec 2021
- Massmutual Life Insurance CompanyNov 2016 to Oct 2024
- Northwestern Mutual Wealth Management CompanyJan 2016 to Dec 2016
- Northwestern Mutual Investment Services, LLCJun 2013 to Nov 2016
- Northwestern Mutual Life Insurance CompanyJun 2013 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 25 states (AL, AR, CA, CO, CT, DC, FL, HI, ID, IL, MA, MD, ME, MI, NC, NJ, NV, NY, OH, OR, PA, SC, TX, VI, 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
- 6215190
- Firm CRD
- 46173