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Michael Joel Abelson

Assetmark, Inc.

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About Michael Joel Abelson

Michael Abelson is an investment advisor representative at Assetmark, Inc. located in Concord, CA. Michael has been in the industry since 1996 and is licensed in California. Michael has a strong background in the investment industry, having held previous roles with various financial institutions, including Capital Brokerage Corporation and Genworth Financial Securities Corporation. Michael holds Series 6, 63, and 65 licenses.

Firm Information

Michael Abelson 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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Michael Abelson’s Registration & Firm History

CA

09/15/2008 - Present

Assetmark, Inc. (CONCORD CA)

VA

12/04/2013 - 08/15/2014

CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)

CA

06/19/2008 - 11/11/2013

CAPITAL BROKERAGE CORPORATION (CONCORD CA)

IL

10/29/2002 - 06/20/2008

GENWORTH FINANCIAL SECURITIES CORPORATION (SCHAUMBURG IL)

AZ

07/06/1995 - 02/02/2002

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

NJ

06/23/1993 - 08/30/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 08/15/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/12/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joel Abelson.
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