Jason Evert Berton
Investment adviser representative at Park Avenue Securities LLC
13 yearsExperience
9 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
13 years in the industry.
- Park Avenue Securities LLCDec 2023 to now
- Guardian Life Insurance CompanyJul 2023 to now
- Capstone Financial and Insurance PartnersNov 2022 to Oct 2023
- Century CommunitiesOct 2021 to Oct 2022
- Tripointe HomesJun 2021 to Sep 2021
- HomemakingAug 2019 to Jun 2021
- Il Morso Coffee BitesOct 2013 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, FL, IA, MA, NC, NJ, NV, SC).
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
- 7785070
- Firm CRD
- 46173