Jake Michael Rozhansky
Investment adviser representative at Park Avenue Securities LLC
10 yearsExperience
3 statesRegistered in
$19.6BFirm assets
25 yearsFirm in business
Are you Jake Michael Rozhansky? 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
10 years in the industry.
- Park Avenue Securities LLCMar 2024 to now
- Guardian Life Insurance CompanyNov 2023 to now
- Bulfinch Boston RealtyMay 2022 to Feb 2023
- The Kraft Group (new England Revolution Ii)Apr 2021 to Dec 2023
- Maccabi HerzilyaAug 2020 to Apr 2021
- Hapoel AfulaMay 2019 to Aug 2020
- Hapoel JerusalemNov 2018 to May 2019
- Maccabi NetanyaJan 2018 to Nov 2018
- University of MarylandJan 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CA, IN, MA).
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
- 7774801
- Firm CRD
- 46173