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Kezia Samuel

Assetmark, Inc.

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About Kezia Samuel

Kezia Samuel is an investment advisor representative with Assetmark, Inc., located in Denver, CO. Kezia Samuel has been in the industry since 2009 and holds Series 3, 7, 63, and 66 licenses. In addition to Assetmark, Inc., Kezia Samuel has previously been associated with other financial institutions, including J.P. Morgan Securities LLC, J.P. Morgan Securities Inc., Jackson National Life Distributors LLC, Curian Clearing, LLC, FDX Capital LLC, and G.F. INVESTMENT SERVICES, LLC. Kezia Samuel's area of specialization is in investments, including stocks, bonds, and mutual funds. Kezia Samuel provides investment advisory services to a variety of clients, including individuals, families, businesses, and retirement plans.

Firm Information

Kezia Samuel 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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Kezia Samuel’s Registration & Firm History

CO

06/25/2019 - Present

Assetmark, Inc. (Denver CO)

GA

07/05/2017 - 04/17/2019

G.F. INVESTMENT SERVICES, LLC (MCDONOUGH GA)

CO

10/11/2016 - 06/22/2017

FDX CAPITAL LLC (Greenwood Village CO)

MI

05/09/2013 - 03/31/2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (LANSING MI)

CO

05/08/2013 - 06/20/2013

CURIAN CLEARING, LLC (DENVER CO)

CO

01/16/2009 - 05/25/2012

J.P. MORGAN SECURITIES LLC (DENVER CO)

NY

03/19/2007 - 09/17/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/26/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/13/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/12/2007

Series 3 - National Commodity Futures Examination

BC

Issued 03/16/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kezia Samuel.
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