Aidan Joseph Nash

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

• 01/2023 → 04/2025
  Cn Results Financial Group Llc
  Mesa, AZ
• 08/2019 → 05/2023
  University Of Arizona
  Tucson, AZ
• 08/2018 → 08/2019
  Chandler Gilbert Community College
  Chandler, AZ
• 07/2014 → 05/2018
  Hamilton High School
  Chandler, AZ
• 04/2024 → 04/2025
  Nylife Securities Llc
  Meza, AZ
• 10/2024 → 04/2025
  Eagle Strategies Llc
  Mesa, AZ
• 05/2025 → Present
  Assetmark Financial Holdings, Inc
  Phoenix, AZ
• 06/2025 → Present
  Assetmark Brokerage, Llc
  Phoenix, AZ

Previous Registrations

• 2024-10-15 → 2025-04-23
  Eagle Strategies Llc
  Mesa, AZ
  Mesa, AZ

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2025 - 160 HRS / MONTHLY - SALES 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
  2024-07-19

Other Names

• Aidan Nash