Aleksandar
Jakovljevic

Park Avenue Securities LLC

CRD#5157705
Investment Advisor
in Honolulu, HI

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About this Advisor

Aleksandar Jakovljevic is a financial advisor operating in Honolulu, Hawaii with a total of 14 years of relevant experience. Jakovljevic is an employee of Park Avenue Securities LLC. During their career, Jakovljevic has held roles at Park Avenue Securities, Guardian Life Insurance Company Of America, Guardian Life Insurance, Park Avenue Securties and Guardian Life Insurance Company. Jakovljevic has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Alabama, California, Colorado, Delaware, District Of Columbia, Florida, Hawaii, Illinois, Maryland, Michigan, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin and Wyoming. Park Avenue Securities LLC is a firm headquartered in New York, NY. The company has offices in 385 locations and a total of 1,825 employees. It handles $10 billion in total assets between its 57,359 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 132 charities and foundations. Of its 57,359 client accounts, 19% are associated with high-net-worth clients who have greater than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely are based on which service is provided. However, fees billed by Park Avenue Securities LLC can be comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

677 Ala Moana Blvd Suite 720
Honolulu, HI 96813

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

HI Average: $7,464,549,021
Total Number of Employees

1,825

HI Average: 88
Total Number of Accounts

57,359

HI Average: 3,892
Average Account Size

$172,819

HI Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Aleksandar Jakovljevic Work History

Aleksandar has been registered as a financial advisor for 14 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2009 - Present (15 years)

Park Avenue Securities

2009 - Present (15 years)

Guardian Life Insurance Company Of America

2020 - 2022 (2 years)

Guardian Life Insurance Company

2020 - 2022 (2 years)

Park Avenue Securities

2019 - 2020 (1 year)

Guardian Life Insurance

2019 - 2020 (1 year)

Park Avenue Securities

2017 - 2017 (< 1 year)

Guardian Life Insurance

2017 - 2017 (< 1 year)

Park Avenue Securties

2017 - 2021 (4 years)

Guardian Life Insurance Company

2017 - 2021 (4 years)

Park Avenue Securities

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Aleksandar Jakovljevic to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Park Avenue Securities LLC

George Papanicolaou
Port Chester, NY
Donald Sullivan
Paramus, NJ
Corwin Davidson
Liberty Hill, TX
Anthony Letizia
New York, NY
Sonia Cantrell
Bethlehem, PA
Bartosz Warzycha
Columbus, OH
Benjamin Decker
Mount Pleasant, SC
Derek Malis
Buffalo, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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