David Joel Burson

Employer firm

Assetmark, Inc. CRD 109018

$91.8B regulatory AUM 220,268 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 11/2016
  Unemployed
  San Jose, CA
• 11/2016 → 06/2018
  Voya Financial Advisors
  San Jose, CA
• 07/2018 → Present
  Assetmark Financial Holdings, Inc
  Royal Oak, MI
• 07/2018 → Present
  Assetmark Brokerage, Llc
  Royal Oak, MI

Previous Registrations

• 2017-01-09 → 2018-08-03
  Voya Financial Advisors, Inc.
  San Jose, CA
  Redlands, CA
• 2014-10-27 → 2016-04-22
  Lwi Financial Inc.
  San Jose, CA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2018 - 160 HRS / MONTHLY, INVESTMENT OPERATIONS SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2014-10-23
• S63 Uniform Securities Agent State Law Examination
  2006-10-06