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Jeremy Walter Usedom

Assetmark Brokerage, LLC

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About Jeremy Walter Usedom

Jeremy Usedom is a financial professional with over 15 years of experience in the securities industry. He has a strong track record of success in providing investment advice and guidance to clients. Jeremy is currently registered with Assetmark Brokerage, LLC and has previously been associated with Capital Brokerage Corporation and Assetmark Capital Corporation. He holds the Series 7, Series 24, and SIE licenses.

Firm Information

Jeremy Usedom is currently registered with Assetmark Brokerage, LLC. Assetmark Brokerage, LLC is a Limited Liability Company formed in 2013 and approved to operate in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is registered with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

168

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.

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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Jeremy Usedom’s Registration & Firm History

CA

08/15/2014 - Present

Assetmark Brokerage, LLC (CONCORD CA)

CA

04/01/2008 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (CONCORD CA)

CA

12/19/2007 - 04/01/2008

ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)

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Licenses & Designations

BC

Issued 03/26/2012

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Walter Usedom.
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