Jerry E Milam

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2005 → Present
  Guardian Life Ins Co Of America
  Cartersville, GA
• 02/2007 → Present
  Park Avenue Securities
  Cartersville, GA

Other Businesses

1. Exchange Club-Non profit fundraising organization that promotes youth throughout the community and the prevention of child abuse, Start: 07/01/2010, Address: 104 Stonewall Street Cartersville, GA, 2 bus hrs per month, Not investment related, 2. Insurance other than Guardian (LLC)-Group Life and DI thru Prudential and the Municipality required to be e-verified thus the LLC, Start: 06/01/2015,, Address: 111 Leake St Cartersville, GA 30120 Hrs per month - tot/bus: 4/3, Investment related, 3) Alternate Executor of Mother and Father's Will & Power of Attorney, Start: 05/02/2012, Address: 247 Parkview Dr Cartersville, GA 30120, 0 total hours per month, Not investment related, No annual compensation, 4) City of Cartersville Planning Commissioner, Start Date: 3/12/2024, Address: City Hall, PL Box 1390, 10 N. Public Square, Cartersville, GA 30120, 3 total hours per month; 0 during securities trading hours, Not investment related, No annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-09-25
• S63 Uniform Securities Agent State Law Examination
  2007-05-23

Other Names

• Jay Edward Milam
• Jerry Edward Milam Jr