Jacob
Campbell

Park Avenue Securities LLC

CRD#6387911
Investment Advisor
in San Diego, CA

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About this Advisor

Jacob Campbell is a financial advisor working in San Diego, California with 6 years of industry experience. Campbell is currently employed by Park Avenue Securities LLC. During their career, the advisor has held roles 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. Campbell maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Indiana, Montana, Nevada, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, Washington and Wyoming. Park Avenue Securities LLC is an advisory business that has its headquarters in New York, NY. It has offices in 385 locations and a total of 1,825 employees. It oversees $10 billion in assets under management across its 57,359 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 132 charitable organizations. Of its 57,359 customer accounts, 19% are associated with high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. A financial advisor's fee schedules usually are based on which services the firm provides the client. Fees billed by Park Avenue Securities LLC may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

6 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

Jacob Campbell Work History

Jacob has been registered as a financial advisor for 6 years.*

2021 - Present (3 years)

Guardian Life Insurance Company

2021 - Present (3 years)

Park Avenue Securities

2020 - 2021 (1 year)

Guardian Life Insurance Company

2020 - 2021 (1 year)

Park Avenue Securities

2017 - 2017 (< 1 year)

Guardian Life Insurance

2017 - 2017 (< 1 year)

Park Avenue Securities

2017 - 2020 (3 years)

Guardian Life Insurance

2017 - 2020 (3 years)

Park Avenue Securities

2016 - 2017 (1 year)

Guardian Life Ins

2016 - 2017 (1 year)

Park Avenue Securities

2015 - 2016 (1 year)

Vladan Trifunovic State Farm Agency

2015 - 2015 (< 1 year)

Northwestern Mutual

2014 - 2014 (< 1 year)

Berger Hirschberg Strategies

2013 - 2014 (1 year)

Talk To Tucker

2011 - 2015 (4 years)

Indiana University

*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 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

William Roerden
Warwick, NY
Ezekiel Zimmerman
Paramus, NJ
Chelsea Gottschling
Claremont, CA
Anthony Letizia
New York, NY
Shane Davis
Allentown, PA
George Papanicolaou
Port Chester, NY
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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