Warren Jackson Green

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

• 08/2023 → 12/2023
  Equitable Advisors, Llc
  New York, NY
• 05/2022 → 08/2022
  Dietrich Pool Service
  Dublin, PA
• 02/2023 → 07/2023
  Unemployed
  Doylestown, PA
• 09/2021 → 02/2023
  P&P Catering
  Philadelphia, PA
• 08/2018 → 12/2022
  La Salle University
  Philadelphia, PA
• 03/2018 → 08/2018
  Unemployed
  Doylestown, PA
• 09/2017 → 03/2018
  Buttonwood Grill
  New Hope, PA
• 08/2013 → 09/2017
  Unemployed
  Doylestown, PA
• 09/2024 → 05/2025
  Sei Investments
  Oaks, PA
• 01/2024 → 09/2024
  Sei Investments
  Oaks, PA
• 07/2025 → Present
  Assetmark Brokerage, Llc
  Conchohocken, PA
• 05/2025 → Present
  Assetmark Financial Holdings, Inc
  Conchohocken, PA

Previous Registrations

• 2024-09-24 → 2025-05-13
  Sei Investments Management Corp
  Oaks, PA
  Doylestown, PA
• 2023-10-27 → 2023-12-19
  Equitable Advisors, Llc
  Bala Cynwyd, PA

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2025 - 160 HRS / MONTHLY - BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S66 Uniform Combined State Law Examination
  2023-10-26

Other Names

• Jackson Green