Jared Poertner
Advisor at AssetMark, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Jared Poertner is a financial advisor at AssetMark, Inc. with 15 years of industry experience. He holds a Series 66 designation and has been with AssetMark and its affiliated entities since 2013. AssetMark, Inc. is an SEC-registered investment adviser that provides advisory, consulting, and managed-account services to financial advisors, institutions, and individual clients. The firm manages a multi-billion dollar platform offering model portfolios, individually managed accounts, retirement plan services, and private markets solutions.
Client services
Based on AssetMark, Inc.
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on AssetMark, Inc.
Wealth management
Private / alternative investments
Tax-loss harvesting
Retirement income strategy
Fee options
$0 - $250,000: 0.95% Platform Fee $250,001+: 0.25% Platform Fee or lower depending on account size and solution
Account minimum: $25,000
Location
Crown Point, IN
Most active in
Jared P has reported serving >5 clients in these states in the last 12 months.
Indiana
Work history
Assetmark Brokerage, LLC
2014 - Present (12 years)
Assetmark Financial Holdings, Inc.
2013 - Present (13 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Scott P
Series 63, Series 66
Crown Point, IN
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Joseph H
CFP®, Series 63, Series 65
St. John, IN
Smart Choice Financial Planning, Inc.
Douglas S
Series 66
Schererville, IN
Santefort Investment Group, LLC
Kally T
Series 65
Merrillville, IN
RCS Financial Advisors, Ltd
Xuan W
CFA®, Series 63
Munster, IN
EN+ Wealth
Eudora A
Series 66
Crown Point, IN
AverTrust Wealth LLC
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