Jalen Lee
Investment adviser representative at Park Avenue Securities LLC
11 yearsExperience
3 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
11 years in the industry.
- Park Avenue Securities LLCFeb 2026 to now
- Park Avenue SecuritesJan 2026 to now
- Guardian Life Insurance CompanyNov 2025 to now
- Marine Street FinancialJun 2025 to Oct 2025
- Rev77Jan 2023 to May 2025
- Arizona State UniversityAug 2022 to May 2025
- Hamilton High SchoolJul 2018 to May 2022
- Bogle Junior High SchoolJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, ID).
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
- 8111426
- Firm CRD
- 46173