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Steven Zajack

9 Years of Experience
Chicago, IL
Broker

Steven Zajack is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 9 years of industry experience. Steven 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

200 W. Madison Ave., Suite 2200, Chicago, IL, 60606

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History

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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Other Business Activities

Steven works full-time as a National Consultant of AssetMark, Inc., a registered investment advisor and affiliate of AssetMark Brokerage, LLC. This employment is investment-related.

Employment History
Current Registrations
Assetmark, INC.
October 2021 - Present · 4 yrs 11 mos
Assetmark Brokerage, LLCBroker
July 2021 - Present · 5 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
July 2016 - July 2021 · 5 yrs
State Registrations6 states
IAILMNNDSDWI
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.
Steven Zajack - Financial Advisor | TrueAdvisor