Jeremiah H.  Chafkin net worth and biography

Jeremiah Chafkin Biography and Net Worth

Vice Chairman of AssetMark Financial
Jeremiah H. Chafkin serves as Independent Non-Executive Director of the Company. Mr. Chafkin is a very experienced executive with more than 30 years of financial services leadership in the asset management sector, primarily in North America. Currently, Jerry is Executive Vice President and Chief Investment Officer of AssetMark, Inc. an independent provider of investment and consulting solutions for financial advisors, with responsibility for designing, enhancing and managing AssetMark’s investment solutions framework and providing investment and market perspectives to advisors and their clients. Previously, Jerry was CEO at AlphaSimplex Group, a liquid alternatives and active volatility management specialist. Prior to that, he was CEO at IXIS Asset Management US, and spent nearly a decade at Charles Schwab in a range of leadership roles. Jerry began his career at Bankers Trust Company where he spent almost 15 years in a variety of asset management roles working with institutional clients in the US and abroad.

What is Jeremiah H. Chafkin's net worth?

The estimated net worth of Jeremiah H. Chafkin is at least $13.87 million as of December 7th, 2020. Mr. Chafkin owns 409,181 shares of AssetMark Financial stock worth more than $13,867,144 as of April 25th. This net worth estimate does not reflect any other assets that Mr. Chafkin may own. Learn More about Jeremiah H. Chafkin's net worth.

How do I contact Jeremiah H. Chafkin?

The corporate mailing address for Mr. Chafkin and other AssetMark Financial executives is 1655 GRANT STREET 10TH FLOOR, CONCORD CA, 94520. AssetMark Financial can also be reached via phone at (925) 521-2200 and via email at http://ir.assetmark.com. Learn More on Jeremiah H. Chafkin's contact information.

Has Jeremiah H. Chafkin been buying or selling shares of AssetMark Financial?

Jeremiah H. Chafkin has not been actively trading shares of AssetMark Financial during the last quarter. Most recently, Jeremiah H. Chafkin sold 34,654 shares of the business's stock in a transaction on Monday, September 13th. The shares were sold at an average price of $26.08, for a transaction totalling $903,776.32. Learn More on Jeremiah H. Chafkin's trading history.

Who are AssetMark Financial's active insiders?

AssetMark Financial's insider roster includes Ted Angus (EVP), Jeremiah Chafkin (Vice Chairman), Carrie Hansen (Exec. VP), Mukesh Mehta (EVP), Natalie Wolfsen (CEO & Director ), and Gary Zyla (CFO). Learn More on AssetMark Financial's active insiders.

Are insiders buying or selling shares of AssetMark Financial?

In the last twelve months, insiders at the sold shares 9 times. They sold a total of 51,154 shares worth more than $1,438,672.09. The most recent insider tranaction occured on December, 6th when COO Carrie E Hansen sold 11,500 shares worth more than $301,070.00. Insiders at AssetMark Financial own 2.3% of the company. Learn More about insider trades at AssetMark Financial.

Information on this page was last updated on 12/6/2023.

Jeremiah H. Chafkin Insider Trading History at AssetMark Financial

Transaction DateBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/13/2021Sell34,654$26.08$903,776.32View SEC Filing Icon  
8/11/2021Sell50,000$26.55$1,327,500.00View SEC Filing Icon  
12/7/2020Sell10,931$24.43$267,044.33409,181View SEC Filing Icon  
12/2/2020Sell6,007$23.85$143,266.95444,149View SEC Filing Icon  
11/30/2020Sell15,119$23.88$361,041.72444,149View SEC Filing Icon  
11/18/2020Sell13,223$24.60$325,285.80472,491View SEC Filing Icon  
11/16/2020Sell13,223$24.78$327,665.94472,491View SEC Filing Icon  
11/3/2020Sell7,933$23.00$182,459.00485,714View SEC Filing Icon  
10/14/2020Sell7,934$23.00$182,482.00497,120View SEC Filing Icon  
9/1/2020Sell7,934$24.10$191,209.40501,581View SEC Filing Icon  
6/1/2020Sell7,934$25.68$203,745.12523,494View SEC Filing Icon  
5/1/2020Sell7,934$23.41$185,734.94528,628View SEC Filing Icon  
3/2/2020Sell3,905$25.77$100,631.85550,230View SEC Filing Icon  
See Full Table

Jeremiah H. Chafkin Buying and Selling Activity at AssetMark Financial

This chart shows Jeremiah H Chafkin's buying and selling at AssetMark Financial by year and by quarter.

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AssetMark Financial Company Overview

AssetMark Financial logo
AssetMark Financial Holdings, Inc., together with its subsidiaries, provides wealth management platform in the United States. It offers an open-architecture product platform, as well as client advice, asset allocation options, practice management, support services, and technology solutions to the financial adviser channel. The company also provides flexible technology platform for advisers for accessing a range of automated tools and capabilities, including new account opening, portfolio construction, streamlined financial planning, customer billing, investor reporting, progress-to-goal analysis, and client activity tracking; adviser services; curated investment platform; and integrated financial planning tools. In addition, it provides SaaS-based financial planning, wellness, and client digital engagement solutions; offers mutual funds; custodial recordkeeping services primarily to investor clients of registered investment advisers; wealth management solutions for individual investors; and overlay management, investment solutions, flexible desktop technology, and a manager marketplace. The company serves independent advisers who provide wealth management advice to the U.S. investors. AssetMark Financial Holdings, Inc. was founded in 1996 and is headquartered in Concord, California. AssetMark Financial Holdings, Inc. operates as a subsidiary of Huatai International Investment Holdings Limited.
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Today's Range

Now: $33.90
Low: $33.85
High: $34.20

50 Day Range

MA: $35.01
Low: $31.91
High: $37.03

2 Week Range

Now: $33.90
Low: $22.92
High: $37.54

Volume

3,899,497 shs

Average Volume

243,284 shs

Market Capitalization

$2.52 billion

P/E Ratio

20.67

Dividend Yield

N/A

Beta

1.11