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Joseph Samuel Ebeling

Assetmark, Inc.

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About Joseph Samuel Ebeling

Joseph Ebeling is a financial advisor at Assetmark, Inc. Joseph has been in the financial services industry since 2013. Joseph is registered to provide investment advice in Tennessee and has several securities licenses including the Series 6, 63 and 65 licenses. Joseph also holds the Series 6TO and SIE licenses. Joseph has experience in investment company products/variable contracts, and offers investment advisory services to high-net-worth individuals, insurance companies, charitable organizations, corporations, pension and profit sharing plans, and other businesses.

Firm Information

Joseph Ebeling 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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Joseph Ebeling’s Registration & Firm History

CA

09/20/2022 - Present

Assetmark, Inc. (CONCORD CA)

TN

11/11/2013 - 11/20/2017

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

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Licenses & Designations

BC

Issued 07/15/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2022

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

BC

Issued 03/10/2022

SIE - Securities Industry Essentials Examination

BC

Issued 11/10/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Samuel Ebeling.
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