Best Investors
Account
Sign in
Best Investors
Account
Sign in
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-07-19 |
Branch Locations
1655 Grant Street 10Th Floor, Concord, CA 94520-2445 • United States
200 W. Madison Ave. Suite 2200, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank | Chicago | IL | 01/2015 | 10/2017 |
| Jp Morgan Chase Bank Na | Chicago | IL | 10/2017 | 04/2019 |
| J.P. Morgan Institutional Investments Inc. | Chicago | IL | 04/2019 | 09/2023 |
| J.P. Morgan Investment Management Inc. | Chicago | IL | 04/2019 | 09/2023 |
| Assetmark Brokerage, Llc | Chicago | IL | 10/2023 | Present |
| Assetmark Financial Holdings, Inc | Chicago | IL | 09/2023 | Present |
ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 09/2023 - 160 HRS / MONTHLY, REGIONAL INVESTMENT SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2014-04-02 |
Reach out to this advisor