Jason
Giorgio

Park Avenue Securities LLC

CRD#2829701
Investment Advisor
in San Diego, CA
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About this Advisor

Jason Giorgio is a certified financial planner who works in San Diego, California, who has been in the industry for 10 years. Giorgio is currently employed by Park Avenue Securities LLC. Giorgio has gained experience at Guardian Life Insurance Co Of America and Park Avenue Securities LLC. Giorgio holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, New Jersey, Texas, Pennsylvania, Georgia, Kansas, Maryland and Missouri. Park Avenue Securities LLC is a financial advisory company that has its headquarters in San Diego, California. The company has offices in 86 locations and a total of 1,708 financial advisors. It controls $3 billion in assets under management among its 18,575 client accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 77 charitable organizations. Of its 18,575 customer accounts, 24% are held by high-net-worth clients who have more than $1 million in investable assets. Park Avenue Securities LLC offers a few services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors usually are based on which service is offered. Fees billed by Park Avenue Securities LLC can be comprised of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

10 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

Disclosures

No

Office Location

15373 Innovation Drive Suite 100
San Diego, CA 92128

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$4,022,487,394

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

1,777

CA Average: 88
Total Number of Accounts

25,160

CA Average: 3,892
Average Account Size

$159,876

CA Average: $1,917,921

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Investment Advisory Services

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

Jason Giorgio Work History

Jason has 10 years of experience.

2008 - Present (11 years)

Guardian Life Insurance Co Of America

2008 - Present (11 years)

Park Avenue Securities LLC

Disclosures

Jason Giorgio has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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