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1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-12-12 |
Branch Locations
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Romeoville | IL | 07/2016 | 08/2019 |
| Jp Morgan Chase Bank | Romeoville | IL | 04/2012 | 08/2019 |
| Ess Customs Llc | Plainfield | IL | 09/2018 | Present |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 08/2019 | 02/2023 |
| Assetmark Brokerage, Llc | Chicago | IL | 08/2019 | 02/2023 |
| J.P. Morgan Securities Llc | Burr Ridge | IL | 03/2023 | 12/2024 |
| Jpmorgan Chase Bank, N.A. | Burr Ridge | IL | 03/2023 | 12/2024 |
| Assetmark Financial Holdings, Inc. | Chicago | IL | 12/2024 | Present |
| Assetmark Brokerage, Llc | Chicago | IL | 12/2024 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2024 - 160 HRS / MONTHLY, ADVISOR SUCCESS CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-10 |
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