Jacob Safrin
Jacob Safrin is a CFP, ChFC-designated registered investment advisor at Park Avenue Securities LLC, based in Boynton Beach, FL, with 31 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
Boynton Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jacob solicits non-Guardian insurance products, including life, disability, long-term care, group, and annuities, through Safrin Associates and Wealth Advisory Group, dedicating about 10-20% of his time. He also has passive ownership in First Financial Resources Group, LLC through Safestone LLC, spending minimal time on this, and is a joint member of JEMMSIR LLC created as beneficiary on a life insurance policy.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Guardian Investor Services CorporationBroker
State Registrations13 states
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