Alexander Monroe burrows Jackson
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.Dec 2025 to now
- Assetmark Brokerage, LLCDec 2025 to now
- Assetmark Financial Holdings, Inc (afhi)Nov 2025 to now
- UnemployedApr 2025 to Nov 2025
- Goldman Sachs & CoJul 2024 to Apr 2025
- Blackrock Investments LLCApr 2021 to Apr 2024
- BlackrockMar 2021 to Apr 2024
- Cox CommunicationsMay 2018 to Dec 2019
- Lanier ParkingMar 2018 to Dec 2023
- Constantine's Son LLCOct 2015 to May 2018
- Georgia State UniversityJan 2015 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 7365305
- Firm CRD
- 109018