John Henry is a registered investment advisor at Assetmark, INC., based in Concord, CA, with 29 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 410,747 clients with $77B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
197 advisors
IM Fee
Planning only
Assets Under Management
$77.4B
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
1655 Grant Street, 10th Floor, Concord, CA, 94520-2445
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Regulatory History (1)
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Regulatory
June 2016Final
Employment History
Current Registrations
Assetmark, INC.
March 2026 - Present · 1 mo
Previous Registrations
Obs Financial
August 2014 - March 2020 · 5 yrs 7 mos
Obs Brokerage Services, INC.Broker
February 2008 - July 2014 · 6 yrs 5 mos
CUNA Brokerage Services, INC.Broker
January 1991 - August 2006 · 15 yrs 7 mos
Century Investors of America, INC.Broker
January 1989 - December 1990 · 1 yr 11 mos
State Registrations1 state
OH
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.