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Jennifer Linda Adams

Assetmark, Inc.

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About Jennifer Linda Adams

Jennifer Linda Adams is a financial advisor with over 10 years of experience in the financial services industry. Jennifer has worked for several reputable firms, including Charles Schwab & Co., Inc., Morgan Stanley DW Inc., and Assetmark, Inc. Jennifer has a strong track record of success in providing financial planning and investment management services to a variety of clients, including individuals, families, businesses, and institutions. Jennifer holds a Series 66 and Series 7 licenses, along with the Securities Industry Essentials Examination, which demonstrates her commitment to professional development and providing the highest quality of service to her clients. She is a registered investment advisor (RIA) in the state of Arizona and currently works for Assetmark, Inc.

Firm Information

Jennifer Adams 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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Jennifer Adams’s Registration & Firm History

CA

06/09/2017 - Present

Assetmark, Inc. (CONCORD CA)

AZ

08/23/2016 - 06/06/2017

CHARLES SCHWAB & CO., INC. (PHOENIX AZ)

NY

01/03/2002 - 09/24/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 10/31/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jennifer Linda Adams.
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