Jacob Charles Ridpath

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

• 06/2019 → 11/2020
  Td Ameritrade, Inc.
  Omaha, NE
• 08/2018 → 06/2019
  Aerotek
  Omaha, NE
• 07/2014 → 05/2018
  Full Time Student
  Hastings, NE
• 11/2020 → 05/2021
  Home Advisor
  Kansas City, KS
• 08/2021 → 04/2022
  C2Fo
  Leawood, KS
• 04/2022 → 10/2022
  Ocean Prime
  Kansas City, MO
• 01/2023 → 05/2023
  Creative Planning, Llc
  Overland Park, KS
• 07/2023 → 11/2024
  Diversified Wealth Advisors, Llc
  Kansas City, MO
• 10/2022 → 01/2023
  Creative Planning, Llc
  Overland Park, KS
• 05/2018 → 08/2018
  Unemployed
  Omaha, NE
• 05/2021 → 08/2021
  Unemployed
  Kansas City, KS
• 12/2024 → 04/2025
  Guardian Life
  Kansas City, KS
• 03/2025 → Present
  Guardian Life Insurance Company
  Overland Park, KS
• 04/2025 → Present
  Park Avenue Securities
  Overland Park, KS

Previous Registrations

• 2023-11-13 → 2024-11-20
  Diversified Wealth Advisors, Llc
  Kansas City, MO
• 2023-01-06 → 2023-05-25
  Creative Planning
  Overland Park, KS
  Overland Park, KS
  Kansas City, KS

Other Businesses

1) INSURANCE SALES-SELL LIFE AND HEALTH THROUGH VARIUOS CARRIERS, Start date: 04/01/2025, Address: 9401 INDIAN CREEK PARKWAY, OVERLAND PARK KS 66210, 10 total hours per month; 10 during securities trading hours, Invested related, Less than 10% annual compensation,

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-09-12
• S65 Uniform Investment Adviser Law Examination
  2023-01-06

Other Names

• Jake Ridpath