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JA

Jennifer L. Adams

ASSETMARK
Waddell, AZ
Some features on this profile are disabled
CRD#: 4021296
JA

Professional summary

Jennifer Linda Adams, who also goes by Jenn Adams, Jennifer Linda Bush, is a registered financial advisor currently at ASSETMARK, INC. located in Waddell, Arizona and ASSETMARK BROKERAGE, LLC located in Concord, California.

Jennifer is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jennifer has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jenn Adams | Jennifer Linda Bush

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.
1) ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 05/2017 - 160 HRS / MONTHLY - NEW BUSINESS SENIOR CASE MANAGER OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED. 2) LUCID VORTEX - NOT INVESTMENT-RELATED - IN WADDELL, AZ - AN APP TO HELP PEOPLE LEARN HOW TO LUCID DREAM - OWNER - START DATE 10/2025 - 20 HRS/ MONTHLY - 0 HOURS DURING SECURITY TRADING HOURS - TO MODERATE APP AND RECONCILE BUSINESS EXPENSES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jennifer Linda Adams'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

June 9, 2017 - Present

ASSETMARK, INC.

RIA
CRD#: 109018
Waddell, AZ
Current

June 9, 2017 - Present

ASSETMARK BROKERAGE, LLC

Office #1: 1655 Grant Street 10th Floor, Concord, CA, 94520
BD
CRD#: 169804
Concord, CA
Past

November 1, 2016 - June 6, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

August 23, 2016 - June 6, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ
Past

January 3, 2002 - September 24, 2002

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

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".
AI
ASSETMARK, INC.
ARIS | SAVOS INVESTMENTS | GENWORTH FINANCIAL WEALTH MANAGEMENT, INC. | GENWORTH FINANCIAL ASSET MANAGEMENT, INC. | ASSETMARK, INC. | ASSETMARK INVESTMENT SERVICES, INC. | ASSETMARK INVESTMENT SERVICES INC | ASSETMARK INVESTMENT SERVICES

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/9/2017)
IAR
Arizona
(6/9/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/31/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/23/2016
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AI
ASSETMARK, INC.
ARIS | SAVOS INVESTMENTS | GENWORTH FINANCIAL WEALTH MANAGEMENT, INC. | GENWORTH FINANCIAL ASSET MANAGEMENT, INC. | ASSETMARK, INC. | ASSETMARK INVESTMENT SERVICES, INC. | ASSETMARK INVESTMENT SERVICES INC | ASSETMARK INVESTMENT SERVICES

CRD#: 109018 / SEC#: 801-56323

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

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts410,749
AUM (Assets Under Management)$ 77,412,781,198

Accountant surprise examination report

Filing DateForm ADV-E CoverForm 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.

Company Information

ASSETMARK, INC.

CRD#: 109018Waddell, AZ

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