Jamie Nichole Cassidy

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

• 01/2019 → Present
  Assetmark Financial Holdings, Inc.
  Golden, CO
• 01/2016 → 01/2019
  Self Employed
  Lakewood, CO
• 01/2019 → Present
  Assetmark Brokerage, Llc
  Golden, CO
• 01/2019 → Present
  Assetmark, Inc
  Golden, CO

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2019 - 160 HRS / MONTHLY - INTERNAL SALES SUPPORT, INSTITUTIONAL SALES OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED MULTIPLE RENTAL PROPERTIES - IN CENTENNIAL AND DENVER, CO - RENTAL PROPERTIES - JOINT TENANCY AND SELF OWNER - START DATE 12/29/2021 - PROPERTY OWNER/LANDLORD - 0 HOURS PER MONTH.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-06-25