Jessica Lin
Investment adviser representative at Park Avenue Securities LLC
8 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
8 years in the industry.
- Park Avenue Securities LLCNov 2024 to now
- Guardian Life Insurance CompanyJul 2024 to now
- TravelJan 2024 to Jul 2024
- Ares ManagementJun 2023 to Aug 2023
- Pivotal PerspectivesMay 2022 to Jan 2023
- First and First ConsultingMay 2022 to Aug 2022
- Babson CollegeAug 2020 to Dec 2023
- CollegeAug 2020 to Dec 2023
- SchoolAug 2020 to Dec 2023
- SchoolAug 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 14 states (CA, CO, FL, GA, IL, IN, MA, ME, MN, NH, NJ, NY, TX, WA).
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
- 7960284
- Firm CRD
- 46173