Alex Jakovljevic has been with WestPac Wealth Partners since 2009. He is the Senior Vice President and a Registered Representative (RR) and Investment Advisor Representative (IAR) at Park Avenue Securities. His team works with closely held business owners, professional athletes, medical professionals, and entertainment personalities to assist them in achieving overall financial success and stability.
His team takes a holistic approach to financial planning, specializing in Strategic Income Tax Planning Strategies, Asset Protection Planning, Risk Management Planning and Advanced Estate Planning Strategies. He is also a Certified Business Exit Planner. Alex was recently recognized as one of the 2022 Forbes Top 100 Financial Security Professionals in the United States as well as one of Forbes Top Best in State Financial Security Professionals for California in both 2022 and 2023. After spending over 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 in his field. 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. In addition, his ability to adapt to the ever-changing financial environment has provided a strong foundation for growth and success.
Alex was born and raised in Serbia and moved to the United States on 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 three children.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 Carroll Canyon Rd., #300 San Diego, CA 92121 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 | #2023-159383 Exp. 08/25
This award is not issued by Guardian or its subsidiaries. The annual Forbes ranking of Top Financial Security Professionals and Top Best in State Financial Security Professionals list 2023 are based on criteria developed and obtained by SHOOK Research, LLC. No compensation was provided in connection with obtaining this rating; however, advisors may choose to pay fees to Forbes and Shook for premium listing features; including, usage rights of the ranking logo. Past performance is not an indication of future results.