Jacqueline Raquel Sasson
Investment adviser representative at Assetmark, Inc.
13 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
13 years in the industry.
- Assetmark Brokerage, LLCMar 2023 to now
- Assetmark, Inc.Dec 2022 to now
- Assetmark Financial Holdings, Inc.May 2022 to now
- Sasson Financial Group, First Allied SecuritiesAug 2018 to May 2022
- StudentSep 2017 to Aug 2018
- Lear CapitalApr 2017 to Sep 2017
- Self EmployedJun 2013 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7005339
- Firm CRD
- 109018