Elizabeth M Mcconville
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Assetmark Brokerage, LLCOct 2023 to now
- Assetmark, Inc.Sep 2023 to now
- Assetmark Financial Holdings, IncSep 2023 to now
- J.P. Morgan Institutional Investments Inc.Apr 2019 to Sep 2023
- J.P. Morgan Investment Management Inc.Apr 2019 to Sep 2023
- JP Morgan Chase Bank NAJan 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (IL, MI).
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
- 6296996
- Firm CRD
- 109018