Jacob Sang wook Lee
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
14 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
11 years in the industry.
- Park Avenue Securities LLCJan 2024 to now
- Guardian Life Insurance CompanyDec 2023 to now
- Prudential Insurance Company of AmericaMay 2020 to Dec 2023
- Pruco Securities, LLC.Apr 2020 to Dec 2023
- AXA Advisors, LLCOct 2018 to Apr 2020
- UnemployedJul 2018 to Oct 2018
- DensityNov 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 14 states (AL, CA, FL, GA, IL, MA, MI, NJ, NM, NV, OH, OR, PA, TX).
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
- 7015673
- Firm CRD
- 46173