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Jessica Jade Jade Valentini

Park Avenue Securities LLC

Boca Raton, FL

Port Saint Lucie, FL

CRD 7079564

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Employer firm

Park Avenue Securities LLC CRD 46173

$19.6B regulatory AUM 38,649 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Park Avenue Securities Llc

10 Hudson Yards, New York, NY 10001 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-05-28
FL RA APPROVED 2024-03-08
  • MD RA
    APPROVED
    Since 2026-05-28
  • FL RA
    APPROVED
    Since 2024-03-08

Branch Locations

1200 N Federal Highway Suite 300, Boca Raton, FL 33432 • United States

Port Saint Lucie, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Guardian West Palm Beach FL 03/2019 03/2026
World Ventures Inc West Palm Beach FL 05/2014 12/2018
Park Avenue Securities West Palm Beach FL 01/2023 03/2026
Guardian Life Insurance Company Port Saint Lucie FL 06/2024 Present
Park Avenue Securities Port Saint Lucie FL 06/2024 Present
Guardian Life Insurance Company Boca Raton FL 03/2026 Present
Park Avenue Securities Boca Raton FL 03/2026 Present
  • 03/2019 → 03/2026
    Guardian
    West Palm Beach, FL
  • 05/2014 → 12/2018
    World Ventures Inc
    West Palm Beach, FL
  • 01/2023 → 03/2026
    Park Avenue Securities
    West Palm Beach, FL
  • 06/2024 → Present
    Guardian Life Insurance Company
    Port Saint Lucie, FL
  • 06/2024 → Present
    Park Avenue Securities
    Port Saint Lucie, FL
  • 03/2026 → Present
    Guardian Life Insurance Company
    Boca Raton, FL
  • 03/2026 → Present
    Park Avenue Securities
    Boca Raton, FL
Other Businesses

1. Insurance Other Than Guardian, Start date: 11/01/2021, Address: One Financial Way, Cincinnati, OH 45242, 2 total hours per month; 1 during securities trading hours, Investment related, Less than 10% annual compensation, 2. Omni Professional Security- President, Start date: 08/04/2022, Address: 502 SW Dailey Ave Port St Lucie, FL 34953, 1 total hours per month; 0 during securities trading hours, Non Investment related, No annual compensation, 3. Fleur De Lys Investments Inc- rental property, Start date: 12/01/2022, Address: 4465 Barclay Fairway, Wellington, FL 33449, 0 total hours per month, Non Investment related, No annual compensation, 4. Power of Attorney for Parents, Start date: 08/01/2022, Address: 502 SW Dailey Ave Port St Lucie, FL 34953, 0 total hours per month, Non Investment related, No annual compensation, 5) Network Lead Exchange-President, Nature of Business: lead exchange group, Start date: 01/21/2026, Address: 4444 N Flagler Dr, Unit 1000 West Palm Beach, FL 33407, Duties: facilitate the progress of the meeting, support the members, and maintain structure, 4 total hours per month; 0 during securities trading hours, Not investment related,

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-05
S63 Uniform Securities Agent State Law Examination 2023-08-22
  • S65 Uniform Investment Adviser Law Examination
    2024-02-05
  • S63 Uniform Securities Agent State Law Examination
    2023-08-22
Other Names
  • Jessica Jade Valentini

View on SEC IAPD

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