Matthew Jay Rosner

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

• 10/2008 → Present
  Guardian Life Insurance Company
  Beachwood, OH
• 02/2021 → Present
  Park Avenue Securities
  Beachwood, OH

Other Businesses

1) Jaylene Development LLC. Property Manager, Address: 32609 Allenbury Drive, Solon, OH 44139, Start Date: 01/01/2001, 1 hour per month, 1 hour during normal business hours, Non investment related, 2) Insurance products other than those offered through Guardian and its subsidiaries. Broker, Address: 24500 Chagrin Blvd, Suite 200, Beachwood, OH 44122, Start Date: 08/01/2008, 16 hours per month, 10 during normal business hours, Investment related, 3) JBER Investments LLC/DBA: Rosner Planning- LLC to create a trade name (Rosner Planning) to use for my Guardian, PAS and brokerage business-DBA, Start:05/09/2003, Address: 32609 Allenbury Drive Solon, OH 44139, 24500 Chagrin Blvd, Suite 200 Beachwood, OH 44122, 240 total hours per month 130 during securities trading hours, Investment related, More than 10% annual compensation, 4) Rogat and Company Inc, Start Date: 1/31/26, Nature: Insurance outside of Guardian, Address: 32609 Allenbury Drive Solon, OH 44139, Duties: Owner/Selling insurance products other than Guardian, 0 total hours per month, Investment Related,