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Jessica Rae Cataudella

GENWORTH FINANCIAL WEALTH MANAGEMENT, INC.·PLEASANT HILL, California
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2300 CONTRA COSTA BLVD, PLEASANT HILL, CA 94523-3967CRD# 5635100Firm CRD# 109018
01

About

Jessica Rae Cataudella is a registered financial advisor based in PLEASANT HILL, California, affiliated with GENWORTH FINANCIAL WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
ASSETMARK, INC.
ASSETMARK, INC.
AUM
$65.6B
Regulatory assets under management
Employees
709
Total firm employees
View all advisors at ASSETMARK, INC. →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5635100
Firm CRD# 109018
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jessica Rae Cataudella offer?
Jessica Rae Cataudella specializes in Investment Management. Contact their office in PLEASANT HILL, California for a consultation.
What are Jessica Rae Cataudella's credentials?
Jessica Rae Cataudella is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Rae Cataudella located?
Jessica Rae Cataudella is based in PLEASANT HILL, California, working with GENWORTH FINANCIAL WEALTH MANAGEMENT, INC.. Their office serves clients in the PLEASANT HILL metropolitan area and surrounding communities.
How does Jessica Rae Cataudella charge for services?
Jessica Rae Cataudella'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 GENWORTH FINANCIAL WEALTH MANAGEMENT, INC.?
GENWORTH FINANCIAL WEALTH MANAGEMENT, 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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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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