Geraldo Joshua Wingate
Investment adviser representative at Assetmark, Inc.
18 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 yearsFirm in business
Are you Geraldo Joshua Wingate? Claim your profile
Contact this firm
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
18 years in the industry.
- Assetmark Brokerage, LLC.Jul 2026 to now
- Assetmark, Inc.Jun 2026 to now
- Assetmark Financial Holdings, Inc.Jun 2026 to now
- UnemployedNov 2025 to May 2026
- Edward JonesJul 2008 to Oct 2025
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5573671
- Firm CRD
- 109018