John David Resnick
Investment adviser representative at Assetmark, Inc.
14 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Assetmark, Inc.Dec 2025 to now
- Assetmark Financial Holdings, Inc.Dec 2025 to now
- Liberty Partners Financial Services, LLCJun 2019 to Feb 2022
- Efficient AdvisorsJan 2013 to Dec 2025
- Fiduciary Advisors, LLCJan 2012 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2564858
- Firm CRD
- 109018