Dean Jacobs (CRD# 6174906) is an Investment Advisor Representative working at Park Avenue Securities LLC in Hendersonville, TN and has over 10 years of experience in the finance industry.
CRD# 4183126
Raymond James Financial Services Advisors, Inc.
CRD# 6308347
Ubs Financial Services Inc.
CRD# 5393857
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guardian Life Insurance Company | Hendersonville, TN | Jan 2022 - Current | 2 |
| Park Avenue Securities | Hendersonville, TN | Jan 2022 - Current | 2 |
| Halo Realty | Hendersonville, TN | Apr 2005 - Current | 19 |
| Restaurant Retail Properties | Nashville, TN | Sep 2000 - Current | 23 |
| Guardian Life Insurance | Brentwood, TN | Jan 2016 - Jan 2022 | 6 |
| Park Avenue Securities LLC | Brentwood, TN | Jan 2016 - Jan 2022 | 6 |
| Park Ave Securities | Goodlettsville, TN | Mar 2013 - Jan 2016 | 2 |
| Guardian | Goodlettsville, TN | Jan 2013 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2015 |
| S63 | Uniform Securities State Law Examination | May 2014 |
- AZ
- AR
- CA
- GA
- IL
- IN
- KY
- MD
- MA
- MO
- NY
- OH
- SC
- TN
- TX
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Total Assets Under Management11,882MILLIONS
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Total Number of Accounts62,811ACCOUNTS
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Average Account Value$189,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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