linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jeffrey Peyton Wildermuth

Assetmark, Inc.

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

About Jeffrey Peyton Wildermuth

Jeffrey Wildermuth is a Registered Investment Advisor Representative associated with Assetmark, Inc. Jeffrey has been in the financial services industry since 1999 and is a licensed investment advisor in Pennsylvania. Jeffrey's previous roles include a position with SEI INVESTMENTS DISTRIBUTION CO. and FORUM FUND SERVICES, LLC. Jeffrey Wildermuth has completed the Series 6, 7, 63 and 65 exams. Jeffrey Wildermuth is currently employed by Assetmark, Inc. in State College, PA.

Firm Information

Jeffrey Wildermuth 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.

Jeffrey Wildermuth’s Registration & Firm History

PA

03/15/2016 - Present

Assetmark, Inc. (State College PA)

PA

10/23/2002 - 12/01/2004

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

ME

06/07/2001 - 11/14/2001

FORUM FUND SERVICES, LLC (PORTLAND ME)

PA

02/24/1999 - 03/20/2001

SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)

Not sure if Jeffrey Peyton Wildermuth is right for you?

Licenses & Designations

IA

Issued 09/28/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/17/2000

Series 7 - General Securities Representative Examination

BC

Issued 02/23/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeffrey Peyton Wildermuth.
Not sure if Jeffrey Peyton Wildermuth is right for you?