Jacob Irwin Epstein

Current Employers

Employment History

• 06/2017 → 08/2017
  Camp Keff
  Foster City, CA
• 09/2017 → 03/2018
  Southern Oregon University
  Ashland, OR
• 05/2018 → 08/2018
  Lemonade Restaurant
  Burlingame, CA
• 06/2019 → 08/2019
  Jewish Community Foundation
  San Francisco, CA
• 11/2019 → 12/2019
  Jewish Community Foundation
  San Francisco, CA
• 12/2019 → 03/2020
  Jewish Community Foundation
  San Francisco, CA
• 11/2020 → 12/2020
  Jewish Community Foundation
  San Francisco, CA
• 05/2021 → 08/2021
  Pinstripes
  San Mateo, CA
• 07/2021 → 01/2024
  Moody's Investor Services
  San Francisco, CA
• 01/2024 → 02/2025
  Fcf Group Holdings, Llc
  Greenbrae, CA
• 09/2016 → 06/2017
  Southern Oregon University
  Ashland, OR
• 09/2017 → 03/2018
  Southern Oregon University
  Ashland, OR
• 04/2018 → 06/2018
  Foothill College
  Los Altos, CA
• 08/2018 → 05/2019
  University Of Nevada
  Las Vegas, NV
• 08/2018 → 05/2020
  University Of Nevada
  Las Vegas, NV
• 08/2020 → 12/2020
  University Of Nevada
  Las Vegas, NV
• 01/2021 → 05/2021
  Unemployed
  Las Vegas, NV
• 03/2026 → Present
  Assetmark Brokerage, Llc
  Phoenix, AZ
• 02/2026 → Present
  Assetmark Financial Holdings, Inc
  Phoenix, AZ
• 02/2025 → 02/2026
  Unemployed
  San Mateo, CA
• 02/2026 → Present
  Assetmark, Inc
  Phoenix, AZ

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT DATE 2/2026 - 160 HRS / MONTHLY - SALES CONSULTANT SPECIALIST OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-18
• S63 Uniform Securities Agent State Law Examination
  2025-11-26