Scott Bolin
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.
Firm
AssetMark, Inc.
Location
Ponte Vedra Beach, FL
Credentials
Series 63, Series 65
Industry experience
31 years
About
Scott Bolin is a financial advisor at AssetMark, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 designations and has worked at AssetMark Financial Holdings, Inc. and AssetMark Brokerage, LLC since 2015, following over three decades running The Bolin Company and his own RIA. AssetMark, Inc. is an SEC-registered investment adviser managing a multi-billion dollar platform serving financial advisors, institutions, and individual clients. The firm offers a range of advisory services including model portfolios, managed accounts, retirement plan solutions, and private markets access, combining proprietary and third-party strategies with tax management and direct indexing.
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
Ponte Vedra Beach, FL
Most active in
Scott B has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
AssetMark, Inc
2015 - Present (11 years)
Assetmark Financial Holdings, Inc.
2015 - Present (11 years)
Assetmark Brokerage, LLC
2015 - Present (11 years)
The Bolin Company
1993 - 2025 (32 years)
Scott H. Bolin RIA
1993 - 2025 (32 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:
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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.
Jacob L
Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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Atlantic Beach, FL
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CFP®
Ponte Vedra Beach, FL
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CFP®, Series 63, Series 65
Saint Johns, FL
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Series 66
Jacksonville, FL
369 Financial LLC
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Series 65
Ponte Vedra Beach, FL
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