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Justin Edell

Assetmark, Inc.

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About Justin Edell

Justin Edell is a financial advisor registered with Assetmark, Inc. in Illinois. Justin has over 14 years of experience in the financial services industry, specializing in investment management and financial planning. Justin earned the Series 7, Series 6, and Series 65 licenses. Justin is also registered in Illinois and has a strong track record of helping individuals, families, and businesses achieve their financial goals.

Firm Information

Justin Edell 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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Justin Edell’s Registration & Firm History

IL

01/11/2024 - Present

Assetmark, Inc. (Chicago IL)

CO

01/02/2015 - 07/09/2018

ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)

CO

03/03/2014 - 12/31/2014

ALPS DISTRIBUTORS, INC. (DENVER CO)

ME

09/14/2009 - 02/06/2014

FORESIDE FUND SERVICES, LLC (PORTLAND ME)

IL

05/02/2008 - 08/17/2009

KEELEY INVESTMENT CORP. (CHICAGO IL)

IL

07/28/2005 - 03/10/2008

VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)

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Licenses & Designations

BC

Issued 04/26/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/19/2005

Series 7 - General Securities Representative Examination

BC

Issued 07/27/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Justin Edell. Review regulatory record here.
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