Brian David Reketis

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

• 07/2014 → 11/2017
  Jp Morgan Securities Llc
  Tinley Park, IL
• 11/2017 → Present
  Assetmark Financial Holdings, Inc.
  Chicago, IL
• 11/2017 → Present
  Assetmark Brokerage, Llc
  Chicago, IL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA- INVESTMENT RELATED - EMPLOYMENT START DATE 11/2017 -160 HRS/MONTHLY, SALES CONSULTANT OF ASSETMARK, INC. -A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-03-19
• S63 Uniform Securities Agent State Law Examination
  2014-09-04

Other Names

• Brian D Reketis