Hunt Wealth Management
43yrs
Top advisor by experience in Concord
12yrs
Alejandro Herrera
Financial advisor at Assetmark
Alejandro Herrera is a fiduciary financial advisor in Concord, California, with 12 years in the industry. After a year at J.P. Morgan Securities and a year at LPL Financial, Alejandro joined Assetmark in 2019, a firm offering investment management and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 178 advisors with offices in Concord, and one of 169 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 54% of advisors at Assetmark
Office1655 Grant Street 10th Floor, Concord, CA 94520
FirmAssetmark
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$189,313
Advisors at the firm219
States licensed ?1 state
Services through Assetmark
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowAssetmark, Inc.Current firm
- Apr 2018 – Jul 2019J.P. Morgan Securities LLCPreviously
- Aug 2017 – Apr 2018LPL Financial LLCPreviously
Contact Alejandro
(800) 664-5345Assetmark main office 1655 Grant Street 10th FloorConcord, CA 94520Office · Get directions
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Questions to ask Alejandro
Tailored to Alejandro’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Alejandro
How do I contact Alejandro?
Call Assetmark at (800) 664-5345 and ask for Alejandro Herrera. Alejandro works from the Concord, CA office.
How long has Alejandro been a financial advisor?
Alejandro has been in the industry since 2014, about 12 years. More experience than 54% of advisors at Assetmark.
What licenses does Alejandro hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Alejandro a fiduciary?
Alejandro is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Alejandro paid?
Assetmark reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Alejandro for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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