Eric Andrew Stjernstrom
Investment adviser representative at Assetmark, Inc.
15 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
15 years in the industry.
- Assetmark, Inc.Jan 2025 to now
- Assetmark Brokerage, LLCDec 2024 to now
- Assetmark Financial Holdings, IncDec 2024 to now
- Assetmark Brokerage, LLCMar 2020 to Nov 2024
- Assetmark Financial Holdings, Inc.Mar 2020 to Nov 2024
- Northern Trust CompanyJul 2019 to Feb 2020
- USAA Investment Management CompanyJan 2018 to Jun 2019
- USAA Financial Advisor IncAug 2017 to Jun 2019
- USAA Financial Planning ServicesAug 2017 to Jun 2019
- UnemployedMay 2017 to Jul 2017
- Charles Schwab & Co., Inc.Mar 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 5454505
- Firm CRD
- 109018