Jason Mark Williams
Investment adviser representative at Park Avenue Securities LLC
21 yearsExperience
6 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
21 years in the industry.
- Park Avenue Securities LLCApr 2024 to now
- Guardian Life Insurance CompanyApr 2024 to now
- Northwestern Mutual Wealth Management CompanySep 2023 to Mar 2024
- Northwestern Mutual Investment Services LLCMar 2022 to Mar 2024
- Northwestern Mutual Life Insurance CompanyOct 2021 to Mar 2024
- Travelers InsuranceOct 2005 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 6 states (CA, IL, MD, MI, NJ, PA).
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
- 7427021
- Firm CRD
- 46173