Kezia Samuel is a registered investment advisor, based in Denver, CO, with 17 years of industry experience.
Location
Denver, CO
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Kezia is the Deputy Chief Investment Strategist of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC, since June 2019. This role with AssetMark Financial Holdings, Inc. takes nearly full-time hours.
Employment History
Current Registrations
Assetmark Brokerage, LLCBroker
June 2019 - Present · 7 yrs 1 mo
Assetmark Brokerage, LLC
June 2019 - Present · 7 yrs 1 mo
Assetmark, INC.
June 2019 - Present · 7 yrs 1 mo
Previous Registrations
Global Financial Private Capital, LLC
July 2017 - June 2019 · 1 yr 11 mos
G.F. Investment Services, LLCBroker
July 2017 - April 2019 · 1 yr 9 mos
James Alpha Advisors, LLC
November 2016 - June 2017 · 7 mos
Fdx Capital LLCBroker
October 2016 - June 2017 · 8 mos
Jackson National Life Distributors LLCBroker
May 2013 - March 2016 · 2 yrs 10 mos
Curian Clearing, LLCBroker
May 2013 - June 2013 · 1 mo
J.P. Morgan Securities LLCBroker
January 2009 - May 2012 · 3 yrs 4 mos
J.P. Morgan Securities INC.Broker
March 2007 - September 2008 · 1 yr 6 mos
State Registrations1 state
CO
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.