Jonathan Michael Barrera
Investment Adviser Representative at PARK Avenue Securities LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jonathan Michael Barrera is an investment adviser representative with PARK Avenue Securities LLC in Encinitas, CA, where they have been registered since 2017. They have worked in the securities industry since 2011 and were previously registered with Nylife Securities LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in 23 states.
Registrations & licenses
- Investment adviser:
- Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Kansas, Michigan, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin
- Broker:
25 states and territories
Alabama, Arizona, California, Colorado, Florida, Georgia, Hawaii, Illinois, Indiana, Kansas, Massachusetts, Michigan, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Nylife Securities LLCMay 2011 – Oct 2017Austin, TX
- NEW YORK LIFE Insurance CoMar 2011 – Oct 2017Austin, TX
- Guardian LIFE Insurance CompanyOct 2017 – Oct 2017La Jolla, CA
- PARK Avenue SecuritiesOct 2017 – Oct 2017La Jolla, CA
- Guardian LIFE InsuranceOct 2017 – Jun 2020Beverly Hills, CA
- PARK Avenue SecuritiesOct 2017 – Jun 2020Beverly Hills, CA
- PARK Avenue SecuritiesOct 2017 – Aug 2018Oxnard, CA
- Guardian LIFE InsuranceOct 2017 – Aug 2018Oxnard, CA
- Guardian LIFE InsuranceAug 2018 – Nov 2020Ventura, CA
- PARK Avenue SecuritiesAug 2018 – Nov 2020Ventura, CA
- Guardian LIFE Insurance CompanyJun 2020 – Dec 2020Encino, CA
- PARK Avenue SecuritiesJun 2020 – Dec 2020Encino, CA
- Guardian LIFE InsuranceNov 2020 – Dec 2020Oxnard, CA
- PARK Avenue SecuritiesNov 2020 – Dec 2020Oxnard, CA
- Guardian LIFE Insurance CompanyDec 2020 – Jul 2021Oxnard, CA
- PARK Avenue SecuritiesDec 2020 – Jul 2021Oxnard, CA
- Guardian LIFE Insurance CompanyJul 2021 – Oct 2021La Jolla, CA
- PARK Avenue SecuiritesJul 2021 – Oct 2021La Jolla, CA
- Guardian LIFE Insurance CompanyJul 2021 – no end date reportedEncinitas, CA
- PARK Avenue SecuriitesJul 2021 – no end date reportedEncinitas, CA
- Guardian LIFE Insurance CompanyOct 2021 – no end date reportedSan Diego, CA
- PARK Avenue SecuritiesOct 2021 – no end date reportedSan Diego, CA
Official records & sources
Data as of June 28, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About PARK Avenue Securities LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personalized model portfolio recommendations, access to a Park Avenue Securities advisor, periodic rebalancing, no minimum to open a VestWise™ account, and easy 24/7 on-the-go access, with a 0.45% annual fee based on the average daily balance of assets in the account.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,907
- Offices listed on AdvisorFinder:
- 26
- Main office:
- New York, NY
- SEC file number:
- 801-58108
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 8, 2026
View full firm profileOther advisors at PARK Avenue Securities LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jonathan Michael Barrera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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