Jared Daniel Burgess

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

Authority	Category	Status	Date
MT	RA	APPROVED	2026-03-20
MD	RA	APPROVED	2026-01-23
CT	RA	APPROVED	2026-01-12
UT	RA	APPROVED	2026-01-12
NV	RA	APPROVED	2025-09-29
CA	RA	APPROVED	2025-09-26

MT RA
APPROVED

Since 2026-03-20
MD RA
APPROVED

Since 2026-01-23
CT RA
APPROVED

Since 2026-01-12
UT RA
APPROVED

Since 2026-01-12
NV RA
APPROVED

Since 2025-09-29
CA RA
APPROVED

Since 2025-09-26

Branch Locations

1 Meridian Vis Dr Ste 255, Las Vegas, NV 89135 • 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

Organization	City	State	From	To
United States Navy	San Diego	CA	05/2005	05/2025
Guardian Life Insurance	Las Vegas	NV	08/2025	Present
Park Avenue Securities	Las Vegas	NV	08/2025	Present

05/2005 → 05/2025

United States Navy

San Diego, CA
08/2025 → Present

Guardian Life Insurance

Las Vegas, NV
08/2025 → Present

Park Avenue Securities

Las Vegas, NV

Other Businesses

NAME: Burgess Rental Property START DATE: 06/01/2011 ADDRESS: 1708 NW Camellia Loop Oak Harbor, WA 98277 2 TOTAL HOURS PER MONTH 0 DURING SECURITIES TRADING HOURS INVESTMENT RELATED LESS THAN 10% ANNUAL COMPENSATION

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2025-05-09
S65	Uniform Investment Adviser Law Examination	2025-04-28

S63 Uniform Securities Agent State Law Examination

2025-05-09
S65 Uniform Investment Adviser Law Examination

2025-04-28

View on SEC IAPD