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 based in Honolulu, Hawaii, working with Park Avenue Securities LLC. Aleksandar has previously held positions at Park Avenue Securities, Guardian Life Insurance Company Of America, Guardian Life Insurance, Park Avenue Securities, and Guardian Life Insurance Company. Aleksandar has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Delaware, District of Columbia, Florida, Hawaii, Illinois, Maryland, Michigan, Montana, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin, and Wyoming. Currently, Aleksandar is part of Park Avenue Securities LLC, which operates out of Honolulu, Hawaii. 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

Series 66

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

500 Ala Moana Blvd Suite 3-400
Honolulu, HI 96813

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Park Avenue Securities LLC Brokerage Details

Total Assets Under Management

$11,881,593,369

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

1,841

HI Average: 88
Total Number of Accounts

62,811

HI Average: 3,892
Average Account Size

$189,164

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

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

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

John Callaway
Charlotte, NC
Jordan Ceraso
Port Chester, NY
Danniele Barker
Jackson, MS
George Klima
Wayzata, MN
Ashvin Chheda
Addison, TX
Timothy Ayers
Belmar, NJ
Roy Rasera
Portland, OR
Eric Rios
Belmar, NJ

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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