Jason Graff (CRD# 7193148) is an Investment Advisor Representative working at Assetmark, Inc. in Encino, CA and has 1 year of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Assetmark Brokerage, LLC | Encino, CA | Dec 2021 - Current | 2 |
| Assetmark Financial Holdings, Inc. | Encino, CA | Sep 2021 - Current | 2 |
| Lander Liquor Bar | San Clemente, CA | May 2021 - Sep 2021 | < 1 |
| Student | Fullerton, CA | May 2020 - May 2021 | 1 |
| Northwestern Mutual | Newport Beach, CA | Dec 2019 - May 2020 | < 1 |
| California State University Fullrton | Fullerton, CA | Jun 2018 - Jan 2020 | 1 |
| Roman Cucina | Fullerton, CA | Sep 2019 - Dec 2019 | < 1 |
| Shorecliffs Beach Club | San Clemente, CA | May 2014 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
- CA
-
Total Assets Under Management65,618MILLIONS
-
Total Number of Accounts374,574ACCOUNTS
-
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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