Jennifer
Fouke

Assetmark, Inc

CRD#7296840
Investment Advisor
in Concord, CA

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About this Advisor

Jennifer Fouke is a financial advisor who works out of Concord, California with a total of 2 years of industry experience. Fouke is an advisor for Assetmark, Inc. Fouke has gained experience at Assetmark Financial Holdings, Inc, Home Depot, Grace Community Church, Global Financial Private Capital and Assetmark Brokerage, LLC. Fouke maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Florida and Illinois. Assetmark, Inc is a registered investment business based out of Concord, CA. It has offices in four locations and a total of 752 people on staff. It has $55 billion in total assets across its 344,691 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 1,151 charities and foundations. Of its 344,691 client accounts, just 1% belong to high-net-worth investors who have greater than $1 million in assets. The company has a diverse assortment of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on the type of financial services provided. However, fees charged by Assetmark, Inc likely consist of any combination of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1655 Grant Street 10Th Floor
Concord, CA 94520-2445

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Assetmark, Inc Brokerage Details

Total Assets Under Management

$55,215,464,971

CA Average: $7,578,581,321
Total Number of Employees

752

CA Average: 43
Total Number of Accounts

344,691

CA Average: 3,727
Average Account Size

$160,188

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Pension consulting services
  • Selection of other advisers

Jennifer Fouke Work History

Jennifer has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Assetmark Brokerage, LLC

2019 - Present (5 years)

Assetmark Financial Holdings, Inc

2018 - 2018 (< 1 year)

Home Depot

2018 - 2019 (1 year)

Global Financial Private Capital

2013 - 2018 (5 years)

Grace Community Church

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jennifer Fouke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Assetmark, Inc

Ryan Nolan
Concord, CA
Kezia Samuel
Denver, CO
Dylan Schlott
Concord, CA
Jacqueline Sasson
Encino, CA
Ryan Huddleston
Concord, CA
John Browning
Concord, CA
Rachael Elken
Concord, CA
Justin Dirito
Plymouth, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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