Jacqueline Raquel Sasson

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

• 08/2018 → 05/2022
  Sasson Financial Group, First Allied Securities
  Oxnard, CA
• 04/2017 → 09/2017
  Lear Capital
  Santa Monica, CA
• 06/2013 → 02/2017
  Self Employed
  Los Angeles, CA
• 05/2022 → Present
  Assetmark Financial Holdings, Inc.
  Woodland Hills, CA
• 09/2017 → 08/2018
  Student
  Los Angeles, CA
• 03/2023 → Present
  Assetmark Brokerage, Llc
  Woodland Hills, CA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2022 - 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
  2023-07-31
• S65 Uniform Investment Adviser Law Examination
  2022-12-16