Jason Jonas Graff

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

• 05/2014 → 08/2018
  Shorecliffs Beach Club
  San Clemente, CA
• 06/2018 → 01/2020
  California State University Fullrton
  Fullerton, CA
• 09/2019 → 12/2019
  Roman Cucina
  Fullerton, CA
• 12/2019 → 05/2020
  Northwestern Mutual
  Newport Beach, CA
• 05/2020 → 05/2021
  Student
  Fullerton, CA
• 05/2021 → 09/2021
  Lander Liquor Bar
  San Clemente, CA
• 09/2021 → Present
  Assetmark Financial Holdings, Inc.
  Hermosa Beach, CA
• 09/2021 → Present
  Assetmark, Inc
  Hermosa Beach, CA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA -INVESTMENT RELATED - EMPLOYMENT START DATE 09/2021 - 160 HRS / MONTHLY - MANAGER, SALES COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-14

Other Names

• Jason Graff