Alex Jakovljevic is the Senior Vice President of WestPac Wealth Partners and is a Registered Representative (RR) and Investment Advisor Representative (IAR) of Park Avenue Securities. Alex partners with closely held business owners, professional athletes, medical professionals, and entertainment personalities to assist them in achieving overall financial success and security.
After spending a decade in the field as first an analyst for Morgan Stanley and later a Financial Advisor for WestPac Wealth Partners, Alex has grown to be extremely knowledgeable and experienced in assisting his clients in their reaching financial success. Alex’s ability to build and maintain relationships with his clients has instilled mutual trust that provides a platform for open communication of goals and expectations. He has been with WestPac since 2009, developing extensive knowledge in strategic financial planning, investment management, complex estate planning, and business exit strategies.
Alex was born and raised in Serbia and moved to the United States thanks to a basketball scholarship from Hawaii Pacific University (HPU), where he received his bachelor’s degree, with honors, in 2005. Alex continued his education and earned a Master’s in Business Administration with an emphasis in finance from HPU. Additionally, Alex holds an Options and Futures Trading Certificate from the prestigious London School of Economics, as well as the Series 7, 66, 31 and Life & Health licenses. In his free time, Alex enjoys playing basketball. He can also be found on the tennis court with his beautiful wife, Dada. Alex and Dada love spending time with their two daughters and their young son.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 4275 Executive Square #800 La Jolla, CA 92037 619.684.6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners, LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC. CA Insurance License #0H47704 | #2020-98058 Exp. 03/22