linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jacqueline Noelle Silva

Assetmark, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jacqueline? Claim Your Profile

About Jacqueline Noelle Silva

Jacqueline Noelle Silva is a financial advisor registered in Illinois. She has been in the financial industry since May 16, 2021 and is currently employed by Assetmark, Inc. Jacqueline is a licensed Investment Advisor Representative and is also registered with the state of Illinois as a broker-dealer. Jacqueline is a Series 63, Series 65, Series 6TO, and SIE licensed professional. She offers financial planning services.

Firm Information

Jacqueline Silva is currently registered with Assetmark, Inc.. Assetmark, Inc. is a Concord, CA-based investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, investment companies, and pension plans, as well as selection of other advisors and pension consulting. Assetmark serves a wide range of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, pension and profit-sharing plans, and investment companies. They also offer wrap fee program participation.
Assetmark, Inc.

1655 GRANT STREET

CONCORD, CA 94520-2445

$65.62B

Assets Under Management

91,910

Total Clients

166

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jacqueline Silva’s Registration & Firm History

CA

05/17/2021 - Present

Assetmark, Inc. (CONCORD CA)

Not sure if Jacqueline Noelle Silva is right for you?

Licenses & Designations

BC

Issued 11/22/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/17/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/20/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/23/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacqueline Noelle Silva.
Not sure if Jacqueline Noelle Silva is right for you?