AJ
AJ

Alexander Jackson

3 Years of Experience
Broker

Alexander Jackson is a registered investment advisor at Assetmark, INC., based in Chicago, IL, with 3 years of industry experience. Alexander 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

200 W. Madison Ave., Suite 2200, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Assetmark, INC.
December 2025 - Present · 4 mos
Assetmark Brokerage, LLCBroker
December 2025 - Present · 4 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
July 2024 - May 2025 · 10 mos
Blackrock Investment Management, LLC
October 2021 - April 2024 · 2 yrs 6 mos
Blackrock Investments, LLCBroker
August 2021 - April 2024 · 2 yrs 8 mos
State Registrations6 states
AKIDILMTORWA
AdvisorBrokerBoth

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.