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John Henry

CRD 1910378  ·  Assetmark, Inc.  ·  Waterville, OH

IA Registered

Also appears in the source record as: John W. Henry; John Weldon Henry

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration
Expanded
Investment adviser registration
Active
Exams passed
Not yet retrieved from the source record
Registered states
Not yet retrieved from the source record
Years in the industry
Not yet retrieved from the source record
Professional designations
Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 1910378 contains one or more disclosure events as of Aug 20, 2026.

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Current firm

From the firm record

Firm
Assetmark, Inc.
Firm CRD
109018
SEC number
801-56323
Assets under management
$91.8B as of May 18, 2026
Website
micro.fmgsuite.com/assetmark-marketing-advantage/signup ↗
Phone
800-664-5345
Firm location
Concord, CA, 94520-2445

Employment history (1)

From the source registration record · current first

  • Assetmark, Inc.Current
    Waterville, OH · IA capacity
    start not retrieved → present

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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