Jean Bolton is a registered investment advisor, based in Concord, CA, with 21 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.
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Jean works full-time as a Senior National Consultant of AssetMark, Inc., a registered investment adviser and affiliate of AssetMark Brokerage, LLC. This employment began in 2014.
Employment History
Current Registrations
Assetmark Brokerage, LLC
August 2014 - Present · 11 yrs 11 mos
Assetmark Brokerage, LLCBroker
August 2014 - Present · 11 yrs 11 mos
Assetmark, INC.
January 2012 - Present · 14 yrs 6 mos
Previous Registrations
Capital Brokerage CorporationBroker
December 2013 - August 2014 · 8 mos
Genworth Financial Wealth Management, INC.
March 2009 - January 2012 · 2 yrs 10 mos
Capital Brokerage CorporationBroker
April 2008 - November 2013 · 5 yrs 7 mos
Riversource Distributors, INC.Broker
January 2007 - April 2008 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
April 2006 - January 2007 · 9 mos
Usallianz Investor Services, LLCBroker
April 2005 - April 2006 · 1 yr
Tcf Investments, INC.Broker
September 2004 - April 2005 · 7 mos
State Registrations3 states
CAHINV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.