AssetMark
Jason Graff is a Sales Coordinator at AssetMark, where employment began in September 2021, and holds the title of Team Lead, overseeing the Sales Coordinator and Associates. Prior experience includes a role as a College Financial Representative at Northwestern Mutual from January 2020 to June 2020 and serving as Assistant Manager at San Clemente Shorecliffs Beach Club Association from May 2018 to September 2019. Jason Graff earned a degree from California State University, Fullerton, between 2017 and 2021.
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AssetMark
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AssetMark, formerly Genworth Wealth Management, is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. They provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose. They serve those advisorswho make a difference in the lives of their clients. Often, that's about financial independence. They craft their offering around each advisor's vision so that you can manage clients' wealth with thoughtful purpose. The firm has approximately $22 billion in assets on its platform and a history of innovation spanning over 20 years.