John
Browning
Assetmark, Inc
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About this Advisor
John Browning is a financial advisor based in Concord, California, working with Assetmark, Inc. John has previously held positions at Leroy's Tavern, University of Kansas, Marshall-Rodeno Associates, Whole Foods, College Hunks Hauling Junk, Rock Canyon High School, Papa Johns, Suds Factory Car Wash, Cherry Hills Country Club, Student, Assetmark Financial Holdings, Inc, and Assetmark Brokerage, LLC. John has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Illinois. Currently, John is part of Assetmark, Inc, which operates out of Concord, California. The firm has 4 offices and 709 employees. The firm manages assets totaling $65.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, pension consulting services, and selection of other advisers. The fee structure at Assetmark, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Assetmark, Inc Brokerage Details
$65,618,270,379
709
374,574
$175,181
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Pension consulting services
- Selection of other advisers
John Browning Work History
Assetmark Brokerage, LLC
Assetmark Financial Holdings, Inc
Leroy'S Tavern
University Of Kansas
Marshall-Rodeno Associates
University Of Kansas
Whole Foods
University Of Kansas
Marshall-Rodeno Associates
University Of Kansas
College Hunks Hauling Junk
Rock Canyon High School
Papa Johns
Suds Factory Car Wash
Rock Canyon High School
Papa Johns
Cherry Hills Country Club
Papa Johns
Student
Disclosures
Please visit the SEC profile of John Browning 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
Chicago, IL
Phoenix, AZ
Chicago, IL
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Encino, CA
Concord, CA
Concord, CA
Chicago, IL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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