Joseph Anthony Perry

Current Employers

Employment History

• 05/2015 → 09/2016
  Rockford Park District
  Cherry Valley, IL
• 08/2016 → 05/2018
  Rock Valley College
  Rockford, IL
• 05/2018 → 09/2018
  Rockford Park District
  Cherry Valley, IL
• 05/2017 → 09/2017
  Rockford Park District
  Cherry Valley, IL
• 09/2018 → 11/2020
  Depaul University
  Chicago, IL
• 05/2019 → 09/2019
  Six Flags
  Rockford, IL
• 06/2019 → 09/2019
  Upstream Investment Partners
  Rockford, IL
• 07/2020 → 09/2020
  Rockford Park District
  Rockford, IL
• 10/2020 → 12/2020
  Northwestern Mutual
  Downers Grove, IL
• 01/2021 → 04/2021
  Unemployed
  Rockford, IL
• 04/2021 → 12/2021
  Equitable Advisors, Llc
  New York, NY
• 07/2022 → Present
  Assetmark Financial Holdings, Inc.
  Chicago, IL
• 01/2022 → 07/2022
  Aston Carter
  Chicago, IL
• 05/2024 → Present
  Assetmark Brokerage, Llc
  Chicago, IL
• 01/2024 → Present
  Secondcity Partners, Llc
  Sheridan, WY
• 07/2022 → Present
  Assetmark, Inc
  Chicago, IL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2022 - 160 HRS / MONTHLY - SALES CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. SECONDCITY PARTNERS, LLC - IN SHERIDAN, WY - NOT INVESTMENT RELATED - BUSINESS MODEL IS REAL ESTATE WHOLESALING - PARTNER/CO-FOUNDER - HLEP REAL ESTATE INVESTORS FIND INVESTMENT PROPERTIES TO BUILD THEIR BUSINESS PORTFOLIO - START DATE 1/2024 - SPEND 60 HOURS/MONTHLY, 0 HOURS DURING SECURITIES TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-07

Other Names

• Joseph Anthony Perry
• Joseph A Perry