Noah Jacob Sanders
Investment adviser representative at Assetmark, Inc.
10 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
10 years in the industry.
- Assetmark, Inc.Jul 2025 to now
- Assetmark Brokerage, LLCMay 2025 to now
- Assetmark Financial Holdings, IncMay 2025 to now
- Nexpoint Securities, Inc.Mar 2024 to May 2025
- The Vanguard Group, Inc.Jul 2022 to Feb 2024
- Illinois State UniversityAug 2021 to Aug 2022
- USA Plumbing and SewerJan 2021 to Jul 2022
- Illinois State UniversityJan 2021 to May 2021
- College of DupageAug 2016 to May 2018
- Giordano'sFeb 2016 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
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
- 7586066
- Firm CRD
- 109018