John Polemis, financial advisor San Diego CA

John Polemis

CRD Number: 4270012
Current Firm: Park Avenue Securities LLC

John Polemis (CRD# 4270012) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Diego, CA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Park Avenue Securities San Diego, CA Apr 2022 - Current 1
Guardian Life Insurance Company San Diego, CA Nov 2020 - Current 3
Self Employed San Diego, CA Nov 2019 - Nov 2020 1
Principal Life Insurance Company San Diego, CA Apr 2019 - Oct 2019 < 1
Principal Securities Incorporated San Diego, CA Apr 2019 - Oct 2019 < 1
Allegis Advisor Group South Jordan, UT Jan 2018 - Apr 2019 1
Various Insurance Carriers For W&r Insurance Agencies San Diego, CA Mar 2017 - Jan 2018 < 1
United Healthcare San Diego, CA May 2004 - Jan 2018 13
Humana San Diego, CA May 2004 - Jan 2018 13
Kaiser San Diego, CA May 2004 - Jan 2018 13
Waddell & Reed Inc. San Diego, CA Mar 2017 - Dec 2017 < 1
Nfg Brokerage Midvale, UT Sep 2014 - Jun 2016 1
United Producers Inc. Salt Lake City, UT Aug 2010 - Sep 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S66 NASAA Uniform Combined State Law Examination Mar 2021
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John Polemis
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    9,913
    MILLIONS
  • Total Number of Accounts
    57,359
    ACCOUNTS
  • Average Account Value
    $172,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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