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Madelon Ross Johnson

Assetmark, Inc.

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About Madelon Ross Johnson

Madelon Johnson is a registered investment advisor representative with Assetmark, Inc. located in Seffner, FL. Madelon has been in the financial services industry for over 14 years. Before joining Assetmark, Inc., Madelon held positions at various firms including Missionsquare Investment Services, CUNA Brokerage Services, Inc., Northern Trust Securities, Inc., and Edward Jones. Madelon holds the Series 7, 63, and 66 licenses, as well as the SIE exam. Madelon specializes in providing financial planning, portfolio management for individuals, portfolio management for investment companies, and pension consulting services.

Firm Information

Madelon Johnson 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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Madelon Johnson’s Registration & Firm History

FL

07/28/2022 - Present

Assetmark, Inc. (Seffner FL)

DC

09/17/2021 - 01/21/2022

MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)

FL

08/24/2015 - 08/17/2021

CUNA BROKERAGE SERVICES, INC. (BRANDON FL)

FL

06/10/2013 - 08/13/2015

NORTHERN TRUST SECURITIES, INC. (TAMPA FL)

FL

04/08/2011 - 06/29/2011

MORGAN STANLEY SMITH BARNEY (TAMPA FL)

OK

01/12/2010 - 03/08/2010

AMERICAN FIDELITY SECURITIES, INC. (OKLAHOMA CITY OK)

FL

10/19/2005 - 06/18/2009

PRINCOR FINANCIAL SERVICES CORPORATION (TAMPA FL)

MO

11/10/2004 - 06/27/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 08/02/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/09/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Madelon Ross Johnson.
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