Jeffrey Peyton Wildermuth

Current Employers

Assetmark, Inc.

1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2016-03-15

PA RA
APPROVED

Since 2016-03-15

Branch Locations

1960 Old Gatesburg Road, State College, PA 16801 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Assetmark Financial, Inc.	Concord	CA	02/2016	Present
Assetmark Brokerage, Llc	Concord	CA	03/2016	Present

02/2016 → Present

Assetmark Financial, Inc.

Concord, CA
03/2016 → Present

Assetmark Brokerage, Llc

Concord, CA

Previous Registrations

2007-10-01 → 2015-08-07

Sei Investments Management Corp

Oaks, PA

Other Businesses

AssetMark Financial, Inc. (Parent Company) - in Concord, CA - investment related. Employment start date 2/2016 - 160 hours/month, Portfolio Manager of AssetMark, Inc. (subsidiary) - a Registered Investment Adviser in Concord, CA - affiliate of AssetMark Brokerage, LLC.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2007-09-28
S63	Uniform Securities Agent State Law Examination	1999-03-23

S65 Uniform Investment Adviser Law Examination

2007-09-28
S63 Uniform Securities Agent State Law Examination

1999-03-23

View on SEC IAPD

Current Employers

Assetmark, Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews