Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jean? Claim Your ProfileJean Bolton is an investment advisor representative with Assetmark, Inc. in Concord, CA. Jean has been in the industry since 2004 and has passed several securities exams. She is registered to provide advisory services in California, Hawaii, and Nevada. Assetmark, Inc. is a large firm with over $1 billion in assets under management. The firm provides financial planning and portfolio management services to a wide range of clients, including individuals, businesses, and institutional investors.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/10/2012 - Present
Assetmark, Inc. (CONCORD CA)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
IL
04/17/2008 - 11/19/2013
CAPITAL BROKERAGE CORPORATION (CHICAGO IL)
MN
01/01/2007 - 04/17/2008
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
04/26/2006 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/13/2005 - 04/18/2006
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
MN
09/15/2004 - 04/01/2005
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
IA
Issued 03/06/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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