Jhon Khalil Khan

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

• 08/2020 → 12/2025
  Efficient Advisors
  Cincinnati, OH
• 10/2018 → 08/2020
  Pcs Retirement, Llc
  Philadelphia, PA
• 04/2010 → 10/2018
  Dunkin' Donuts
  Charlotte, NC
• 12/2025 → Present
  Assetmark Financial Holdings, Inc
  Charlotte, NC
• 12/2025 → Present
  Assetmark, Inc.
  Charlotte, NC

Previous Registrations

• 2022-09-19 → 2026-06-01
  Efficient Advisors
  Cincinnati, OH

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 12/2025 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT 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
  2022-09-17

Other Names

• Jhon Khan