John L. Cummings

ASSETMARK

POWELL, OH

Some features on this profile are disabled

CRD#: 2882559

Professional summary

John Logan Cummings, who also goes by Logan Cummings, is a registered financial advisor currently at ASSETMARK, INC. located in Powell, Ohio.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. John has worked at 6 firms and has passed the Series 65, Series 66, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Logan Cummings

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HRS / MONTHLY - SDBA BUSINESS DEVELOPMENT CONSULTANT OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Logan Cummings's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 25, 2025 - Present

ASSETMARK, INC.

RIA

CRD#: 109018

POWELL, OH

Past

March 13, 2017 - July 14, 2025

THE PACIFIC FINANCIAL GROUP, INC.

RIA

CRD#: 105203

Powell, OH

Past

April 15, 2016 - January 23, 2019

WELLNESS INVESTMENT ADVISERS LLC

RIA

CRD#: 282042

Dublin, OH

Past

January 8, 2015 - December 4, 2015

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

POWELL, OH

Past

October 6, 2003 - December 4, 2015

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

Past

April 21, 1999 - December 31, 2014

ORION PORTFOLIO SOLUTIONS, LLC

RIA

CRD#: 107975

POWELL, OH

Past

May 19, 1997 - November 5, 2003

ORBITEX FUNDS DISTRIBUTOR, INC.

CRD#: 41453

STAMFORD, CT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ASSETMARK, INC.

CRD#: 109018 / SEC#: 801-56323

RIA

Registered Investment Advisory firm - (3/8/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/25/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/7/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/13/1999

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 12/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 5/15/1997

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ASSETMARK, INC.

CRD#: 109018 / SEC#: 801-56323

RIA

Registered Investment Advisory firm - (3/8/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1655 Grant Street 10th Floor, Concord, CA 94520-2445

Mailing Address

Phone number

(800) 664-5345

Established

Firm type

Fiscal year end

# of Employees

735

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ASSETMARK RETIREMENT DISCLOSURE BROCHURE (11/17/2025)

REFERRAL DISCLOSURE BROCHURE (11/17/2025)

PLATFORM DISCLOSURE BROCHURE (11/17/2025)

BANK AND TRUST COMPANY PLATFORM DISCLOSURE BROCHURE (11/17/2025)

ASSETMARK, INC. PART 2A (11/17/2025)

EFFICIENT EDGE RETIREREADY DISCLOSURE BROCHURE (3/26/2025)

EFFICIENT EDGE DISCLOSURE BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	410,749
AUM (Assets Under Management)	$ 77,412,781,198

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2025	Cover Page	Report
12/19/2024	Cover Page	Report
08/23/2024	Cover Page	Report
12/06/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John L. Cummings

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Logan Cummings's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE PACIFIC FINANCIAL GROUP, INC.

WELLNESS INVESTMENT ADVISERS LLC

ORION PORTFOLIO SOLUTIONS, LLC

NORTHERN LIGHTS DISTRIBUTORS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

ORBITEX FUNDS DISTRIBUTOR, INC.

Primary Firm SEC Registration

ASSETMARK, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/7/2018

Series 66

Date: 7/13/1999

SIE

Date: 12/4/2015

Series 6

Date: 5/15/1997

Current Firm

ASSETMARK, INC.

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

ASSETMARK, INC.

TRUST BUT VERIFY

Similar Advisors