Jeffrey I Ward

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

• 11/2014 → 04/2017
  Guardian Life Insurance Co
  Southport, CT
• 11/2014 → 04/2017
  Park Avenue Securities, Llc
  Southport, CT
• 05/2017 → Present
  Guardian Life Insurance
  Sandy Hook, CT
• 05/2017 → Present
  Park Avenue Securities
  Sandy Hook, CT

Previous Registrations

• 2010-08-09 → 2013-01-10
  Mml Investors Services, Llc
  Norwalk, CT
• 2007-02-20 → 2010-08-09
  New England Securities
  Westport, CT
• 2001-01-02 → 2007-02-09
  Park Avenue Securities Llc
  Shelton, CT
  Sandy Hook, CT
  South Plainfield, NJ
  Westport, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-08
• S63 Uniform Securities Agent State Law Examination
  1994-06-24

Other Names

• Jeferey Ira Ward
• Jeffrey Ira Ward