Jacob
Campbell
Park Avenue Securities LLC
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About this Advisor
Jacob Campbell is a financial advisor based in San Diego, California, working with Park Avenue Securities LLC. Jacob has previously held positions at Guardian Life Ins, Vladan Trifunovic State Farm Agency, Indiana University, Berger Hirschberg Strategies, Talk To Tucker, Northwestern Mutual, Park Avenue Securities, Guardian Life Insurance, and Guardian Life Insurance Company. Jacob has passed the Series 66 regulatory exam and is registered to provide services in California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, Washington, Wisconsin, and Wyoming. Currently, Jacob is part of Park Avenue Securities LLC, which operates out of San Diego, California. The firm has 399 offices and 1,841 employees. The firm manages assets totaling $11.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Park Avenue Securities LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Park Avenue Securities LLC Brokerage Details
$11,881,593,369
1,841
62,811
$189,164
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Jacob Campbell Work History
Guardian Life Insurance Company
Guardian Life Insurance Company
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance Company
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Guardian Life Insurance
Park Avenue Securities
Guardian Life Ins
Park Avenue Securities
Vladan Trifunovic State Farm Agency
Northwestern Mutual
Berger Hirschberg Strategies
Talk To Tucker
Indiana University
Disclosures
Please visit the SEC profile of Jacob Campbell 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
Charlotte, NC
Port Chester, NY
Las Vegas, NV
Austin, TX
Houston, TX
Garden City, NY
West Palm Beach, FL
Irvine, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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