Joseph Condon is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 25 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joseph works full-time as a Senior Investment Specialist for AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment began in May 2024.
Employment History
Current Registrations
Assetmark, INC.
Assetmark Brokerage, LLC
Assetmark Brokerage, LLCBroker
Previous Registrations
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Teachers Personal Investors Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
TD Waterhouse Investor Services, INC.
TD Waterhouse Investor Services, INC.Broker
Banc of America Investment Services, INC.Broker
Securian Financial Services, INC.Broker
State Registrations10 states
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