Jake Miller

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

• 03/2022 → 08/2024
  Citi Bank
  New York, NY
• 05/2021 → 07/2021
  Corning Glass / Pro Unlimited
  Fairport, NY
• 12/2021 → 03/2022
  Sno Haus
  Huntington, NY
• 08/2017 → 12/2020
  Suny Geneseo
  Geneseo, NY
• 04/2015 → 06/2017
  Lisa's Buffalo Grille
  Greenlawn, NY
• 07/2021 → 12/2021
  Unemployed
  Huntington, NY
• 12/2020 → 05/2021
  Unemployed
  Huntington, NY
• 08/2024 → 11/2024
  Pruco Securities, Llc
  Riverhead, NY
• 08/2024 → 10/2025
  The Prudential Insurance Company Of America
  Riverhead, NY
• 11/2024 → 10/2025
  Lpl Enterprise, Llc
  Riverhead, NY
• 10/2025 → Present
  Guardian Life Insurance Company
  Garden City, NY
• 10/2025 → Present
  Park Avenue Securities
  Garden City, NY
• 10/2025 → Present
  Guardian Life Insurance Company
  New York, NY
• 10/2025 → Present
  Park Avenue Securities
  New York, NY

Previous Registrations

• 2024-11-14 → 2025-10-24
  Lpl Enterprise, Llc
  Huntington, NY
  West Hampton Beach, NY
  Melville, NY
• 2024-08-27 → 2024-11-14
  Pruco Securities, Llc.
  Melville, NY
  Riverhead, NY
• 2023-04-10 → 2024-08-28
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  New York, NY
  Huntington, NY

Other Businesses

1. Outside Insurance, Nature: Insurance Sales, Start Date: 6/10/2026, Address: 261 Madison Ave 27th Fl New York NY 10016, Duties: Broker selling insurance other than Guardian, 2 total hours per month; 1 during securities trading hours, Investment Related,

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-10
• S63 Uniform Securities Agent State Law Examination
  2023-03-07