Jason E. Cadell

About Jason E. Cadell

AssetMark is an investment management and consulting firm dedicated to serving independent-minded financial advisors who make a difference in the lives of their clients. They provide one of the most comprehensive fee-based investment management platforms in the industry, as well as client relationship management tools and practice management programs. They craft their offering around advisors\' vision and needs so they can manage clients\' wealth through thoughtful purpose. As a Senior Sales Consultant, my responsibilities are to facilitate and support the sales of AssetMark products and services. I’m able to accomplish this goal through construction of client portfolios that align client expectations with outcomes. Through the sophisticated utilization of a combination of investments, they can accomplish diversification beyond asset class diversification. My goal is to partner with the independent financial advisor who is looking to build a great business based on practice efficiency, scale, and best practices. For many, this means focusing time and attention on what matters most - the client. I provide extensive training, analysis, marketing support and other critical consultation to help independent advisors build their business. Specialties: Investment Management, Client Relationship Management, Practice Management, Portfolio Construction, Strategist Selection, Securities Backed Lines of Credit, Custodial Services, Alternative Investments, Managed Accounts, Stocks, Bonds, Mutual Funds, and ETF\'s. Experienced securities professional with over nineteen year’s experience in sales, investor relations, and client services. FINRA Licenses Currently Held: Series 6 Series 7 Series 63 Series 66 AssetMark Investment Mastery Seminar – AssetMark (May 2011) AssetMark Consultant University - Sequoia Systems International (Through AssetMark, September 2011)

Experience

1. National Consultant

   AssetMark

   Jan 2019 — Present · Chicago, IL

   Independently serve as consultant to a territory consisting of roughly $700 Million in AUM in Florida. Solely responsible for the territory\'s net growth, I work to build high-quality relationships with financial advisors to foster a long-term partnership with AssetMark. Use Miller Heiman methodology to promote a joint-venture sales approach to identify desired advisor wins & business results and apply AssetMark’s comprehensive platform to achieve a win-win sale. I provide advisors support in numerous areas: business development, portfolio construction, client management, practice management, business assessment and more. I have participated in Strategic and Conceptual Sales and Consulting Training through Miller Heiman.