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Jesse Evan Berman

Park Avenue Securities LLC

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About Jesse Evan Berman

Jesse Berman is a registered representative of Park Avenue Securities LLC. Jesse has 3 years of experience in the financial services industry. Jesse is registered with the state of New York as an Investment Advisor Representative and holds the Series 7TO, SIE and Series 66 licenses. Jesse is also registered with the state of Florida. Jesse's primary business is conducting securities business and advisory services. Jesse is affiliated with Guardian Life Insurance Company.

Firm Information

Jesse Berman is currently registered with Park Avenue Securities LLC. Park Avenue Securities LLC is a Limited Liability Company registered in the state of New York and has been operating since August 20, 1998. They provide financial planning and portfolio management services to individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and captive insurance clients. The firm has a nationwide reach with registered offices in 53 states and the District of Columbia.
Park Avenue Securities LLC

10 HUDSON YARDS

NEW YORK, NY 10001

$11.88B

Assets Under Management

38,141

Total Clients

2,244

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jesse Berman’s Registration & Firm History

NY

03/20/2023 - Present

Park Avenue Securities LLC (NEW YORK NY)

NY

07/01/2020 - 03/08/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREAT NECK NY)

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Licenses & Designations

BOTH

Issued 07/31/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/29/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jesse Evan Berman.
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