John Browning (CRD# 7669527) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Assetmark Brokerage, LLC | Chicago, IL | May 2023 - Current | 1 |
Assetmark Financial Holdings, Inc. | Chicago, IL | Aug 2022 - Current | 1 |
Leroy's Tavern | Lawrence, KS | Jan 2022 - Aug 2022 | < 1 |
University Of Kansas | Lawrence, KS | Aug 2021 - Jan 2022 | < 1 |
Marshall-rodeno Associates | Denver, CO | May 2021 - Aug 2021 | < 1 |
University Of Kansas | Lawrence, KS | Aug 2020 - May 2021 | < 1 |
Whole Foods | Castle Rock, CO | Mar 2020 - Aug 2020 | < 1 |
University Of Kansas | Lawrence, KS | Aug 2019 - Mar 2020 | < 1 |
Marshall-rodeno Associates | Denver, CO | May 2019 - Aug 2019 | < 1 |
University Of Kansas | Lawrence, KS | Aug 2018 - May 2019 | < 1 |
College Hunks Hauling Junk | Denver, CO | May 2018 - Aug 2018 | < 1 |
Rock Canyon High School | Highlands Ranch, CO | Dec 2017 - May 2018 | < 1 |
Papa Johns | Castle Pines, CO | Aug 2017 - Dec 2017 | < 1 |
Suds Factory Car Wash | Lone Tree, CO | May 2017 - Aug 2017 | < 1 |
Rock Canyon High School | Highlands Ranch, CO | Dec 2016 - May 2017 | < 1 |
Papa Johns | Castle Pines, CO | Aug 2016 - Dec 2016 | < 1 |
Cherry Hills Country Club | Cherry Hills Village, CO | May 2016 - Aug 2016 | < 1 |
Papa Johns | Castle Pines, CO | Jan 2016 - May 2016 | < 1 |
Student | Highlands Ranch, CO | Jan 2013 - Jan 2016 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Apr 2023 |
S63 | Uniform Securities State Law Examination | Apr 2024 |
- IL
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Total Assets Under Management65,618MILLIONS
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Total Number of Accounts374,574ACCOUNTS
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Average Account Value$175,181
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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