Joshua Lee Fey
Investment adviser representative at Assetmark, Inc.
19 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
19 years in the industry.
- Stagekc, LLCJan 2024 to now
- Assetmark, Inc.Jul 2022 to now
- Assetmark Brokerage, LLCJul 2022 to now
- Assetmark Financial Holdings, Inc.Jul 2022 to now
- Lockton CompaniesDec 2021 to Jul 2022
- UnemployedMay 2021 to Nov 2021
- Ivy Distributors, IncJun 2011 to Apr 2021
- Waddell & Reed, IncDec 2007 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 5464808
- Firm CRD
- 109018