Unclaimed Profile

Jeremiah Harrison Chafkin

ASSETMARK, INC.·CONCORD, California

Series 3, Series 7, Series 24, Series 65Clean record3 years registeredASSETMARK, INC.

1655 GRANT STREET, CONCORD, CA 94520-2445CRD# 4029494Firm CRD# 109018

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeremiah Harrison Chafkin · CONCORD, CA

Registration

CRD #4029494 · ASSETMARK, INC. · 3 years registered

Brand Profile

Not yet started

Career History

YAYATI ASSET MANAGEMENT, LLC

Sep 2024 – present

PRESERVATION CAPITAL MANAGEMENT

Feb 2023 – Jul 2024

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 24

Series 65

Registration record

First registered · February 27, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ASSETMARK, INC.

CRD 109018 · SEC 801-56323

AUM

$65.6B

Regulatory assets under management

Employees

709

374,574 client accounts

Services offered by ASSETMARK, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ASSETMARK, INC. →

Introduction

Speak with Jeremiah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jeremiah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CONCORD?

Browse all registered financial advisors in CONCORD, California or claim this profile if it's yours.

Browse CONCORD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jeremiah Harrison Chafkin offer?

Jeremiah Harrison Chafkin specializes in Investment Management. Contact their office in CONCORD, California for a consultation.

What are Jeremiah Harrison Chafkin's credentials?

Jeremiah Harrison Chafkin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeremiah Harrison Chafkin located?

Jeremiah Harrison Chafkin is based in CONCORD, California, working with ASSETMARK, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Jeremiah Harrison Chafkin charge for services?

Jeremiah Harrison Chafkin's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ASSETMARK, INC.?

ASSETMARK, INC. has approximately 709 employees and manages $65.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →