Tiona Loreal Atwater

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

• 08/2016 → 09/2018
  Jp Morgan Chase Bank
  Homewood, IL
• 08/2016 → 09/2018
  Jp Morgan Securities, Llc
  Homewood, IL
• 03/2015 → 07/2016
  Edward Jones
  Flossmoor, IL
• 09/2018 → 03/2025
  Neuberger Berman
  Chicago, IL
• 01/2026 → Present
  Assetmark Financial Holdings, Inc
  Chicago, IL
• 02/2026 → Present
  Assetmark Brokerage, Llc
  Chicago, IL
• 04/2025 → 01/2026
  Unemployed
  Winfield, IN

Previous Registrations

• 2018-09-17 → 2025-04-08
  Neuberger Berman Bd Llc
  Chicago, IL
  Chicago, IL
  Chicago Heights, IL
  Chicago, IL
  New York, NY
  Chicago, IL
• 2016-08-22 → 2018-09-26
  J.P. Morgan Securities Llc
  Homewood, IL
• 2014-09-05 → 2016-08-01
  Edward Jones
  St Louis, MO
  St Louis, MO
  Flossmoor, IL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 01/2026 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC - INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2014-09-05

Other Names

• Tiona Gray
• Tiona L'OReal Gray
• Tiona L Gray
• Tiona L Atwater