Jacqueline Noelle Silva

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

• 05/2016 → 05/2017
  Moody Global Ministries
  Chicago, IL
• 02/2013 → 08/2018
  K. Grace Childcare, Inc.
  Chicago, IL
• 05/2017 → 11/2020
  The Moody Church
  Chicago, IL
• 11/2020 → Present
  Assetmark Financial Holdings, Inc.
  Chicago, IL
• 03/2021 → Present
  Assetmark Brokerage, Llc
  Chicago, IL
• 08/2022 → 07/2023
  Blue Cup Llc
  Morton Grove, IL

Other Businesses

ASSETMARK FINANCIAL HOLDNGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 11/2020 - 160 HRS / MONTHLY, BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. -INVESTMENT RELATED.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-22
• S65 Uniform Investment Adviser Law Examination
  2021-05-17

Other Names

• Jacqueline Noelle Mears
• Jacqui Mears
• Jacqui Silva