Ivan
Jordovic

Park Avenue Securities LLC

CRD#7222870
Investment Advisor
in San Diego, CA

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About this Advisor

Ivan Jordovic is a financial advisor based out of San Diego, California with a total of 3 years of relevant experience. Jordovic currently works for Park Avenue Securities LLC. Their career trajectory has included roles at Farmers Table Little Italy, Farmers Table La Mesa, Covo La Jolla, Tre Panache Event Architects, Nonna Little Italy, Min Trans Doo, Restaurant Dve Lipe, Guardian Life Insurance Co Of America, Park Avenue Securities, LLC, Guardian Life Insurance Company and Park Avenue Securities. Jordovic has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California, Colorado, Illinois, Montana and Utah. Park Avenue Securities LLC is a registered investment business based out of New York, NY. The firm has offices in 385 locations and a total of 1,825 advisors. It oversees $10 billion in assets across its 57,359 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 132 charities and foundations. Of its 57,359 accounts, 19% are held by high-net-worth clients who have more than $1 million in assets. The company has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services largely depend on which services are provided. However, fees charged by Park Avenue Securities LLC likely are comprised of any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

5280 Carroll Canyon Road Suite 300
San Diego, CA 92121

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$9,912,742,257

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

1,825

CA Average: 88
Total Number of Accounts

57,359

CA Average: 3,892
Average Account Size

$172,819

CA 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

Ivan Jordovic Work History

Ivan has been registered as a financial advisor for 3 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2019 - Present (5 years)

Farmers Table Little Italy

2019 - Present (5 years)

Farmers Table La Mesa

2019 - Present (5 years)

Tre Panache Event Architects

2020 - 2021 (1 year)

Guardian Life Insurance Co Of America

2020 - 2021 (1 year)

Park Avenue Securities, LLC

2018 - 2019 (1 year)

Covo La Jolla

2018 - 2018 (< 1 year)

Nonna Little Italy

2016 - 2018 (2 years)

Min Trans Doo

2010 - 2016 (6 years)

Restaurant Dve Lipe

*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 Ivan Jordovic 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

Corwin Davidson
Liberty Hill, TX
William Roerden
Warwick, NY
Derek Malis
Buffalo, NY
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
Chelsea Gottschling
Claremont, CA
Benjamin Decker
Mount Pleasant, SC
Joseph Stiles
Cincinnati, OH

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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