Jennifer Adams is a registered investment advisor, based in Concord, CA, with 10 years of industry experience.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jennifer works full-time as a New Business Training Specialist II for AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in May 2017.
Employment History
Current Registrations
Assetmark, INC.
June 2017 - Present · 8 yrs 11 mos
Assetmark Brokerage, LLC
June 2017 - Present · 8 yrs 11 mos
Assetmark Brokerage, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Previous Registrations
Charles Schwab & CO., INC.
November 2016 - June 2017 · 7 mos
Charles Schwab & CO., INC.Broker
August 2016 - June 2017 · 10 mos
Morgan Stanley Dw INC.Broker
January 2002 - September 2002 · 8 mos
State Registrations1 state
AZ
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.