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Jeffrey Bruce Dils

Investment adviser representative at Park Avenue Securities LLC
24 yearsExperience
2 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

24 years in the industry.

  1. Park Avenue Securities LLCOct 2023 to now
  2. Guardian Life Insurance CompanyNov 2022 to now
  3. RetiredNov 2020 to Nov 2022
  4. AccentureFeb 2002 to Nov 2020

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (IN, 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
7784785
Firm CRD
46173
Advisor's SEC record (opens in a new tab)
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