Art John Dougan
Investment adviser representative at Assetmark, Inc.
11 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
11 years in the industry.
- Assetmark, Inc.Apr 2025 to now
- Assetmark Brokerage, LLCApr 2025 to now
- Assetmark Financial Holdings, IncApr 2025 to now
- Shiny's LLCJun 2024 to now
- Transamerica Financial Advisors, IncDec 2024 to Apr 2025
- WfgiaOct 2024 to Apr 2025
- UnemployedSep 2023 to Jun 2024
- TD AmeritradeJan 2023 to Sep 2023
- Charles Schwab Bank, SsbAug 2021 to Sep 2023
- MML Investor Services, LLCMar 2021 to Aug 2021
- UnemployedSep 2017 to Dec 2020
- Art GlassJul 2015 to Sep 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7328136
- Firm CRD
- 109018