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Jalen Lee

Park Avenue Securities LLC

San Diego, CA

CRD 8111426

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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
ID RA APPROVED 2026-06-02
AZ RA APPROVED 2026-03-03
CA RA APPROVED 2026-02-25
  • ID RA
    APPROVED
    Since 2026-06-02
  • AZ RA
    APPROVED
    Since 2026-03-03
  • CA RA
    APPROVED
    Since 2026-02-25

Branch Locations

5280 Carroll Canyon Road Suite 300, San Diego, CA 92121 • 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
Marine Street Financial San Diego AZ 06/2025 10/2025
Arizona State University Tempe AZ 08/2022 05/2025
Rev77 Phoenix AZ 01/2023 05/2025
Hamilton High School Chandler AZ 07/2018 05/2022
Bogle Junior High School Chandler AZ 07/2015 05/2018
Guardian Life Insurance Company San Diego CA 11/2025 Present
Park Avenue Securites San Diego CA 01/2026 Present
  • 06/2025 → 10/2025
    Marine Street Financial
    San Diego, AZ
  • 08/2022 → 05/2025
    Arizona State University
    Tempe, AZ
  • 01/2023 → 05/2025
    Rev77
    Phoenix, AZ
  • 07/2018 → 05/2022
    Hamilton High School
    Chandler, AZ
  • 07/2015 → 05/2018
    Bogle Junior High School
    Chandler, AZ
  • 11/2025 → Present
    Guardian Life Insurance Company
    San Diego, CA
  • 01/2026 → Present
    Park Avenue Securites
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-13
  • S66 Uniform Combined State Law Examination
    2026-02-13

View on SEC IAPD

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Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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