Unclaimed Profile

Joel David Mcnatt

ASSETMARK, INC.·CONCORD, California

SIE, Series 3, Series 6, Series 7Clean recordASSETMARK, INC.

1655 GRANT STREET, CONCORD, CA 94520-2445CRD# 2903101Firm CRD# 109018

Profile Verification

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

Identity

Joel David Mcnatt · CONCORD, CA

Registration

CRD #2903101 · ASSETMARK, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 6

Series 7

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

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Frequently Asked Questions

What services does Joel David Mcnatt offer?

Joel David Mcnatt specializes in Investment Management. Contact their office in CONCORD, California for a consultation.

What are Joel David Mcnatt's credentials?

Joel David Mcnatt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel David Mcnatt located?

Joel David Mcnatt is based in CONCORD, California, working with ASSETMARK, INC.. Their office serves clients in the CONCORD metropolitan area and surrounding communities.

How does Joel David Mcnatt charge for services?

Joel David Mcnatt'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.

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