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Jodi Danielle Van Voorhis

Cresset Asset Management, LLC

Chicago, IL

Reston, VA

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Current Employers
Cresset Asset Management, Llc

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-04-10
  • VA RA
    APPROVED
    Since 2026-04-10

Branch Locations

444 W. Lake Street Suite 4700, Chicago, IL 60606 • United States

1900 Reston Metro Plaza Suite 900, Reston, VA 20190 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Curo Private Wealth Reston VA 09/2015 03/2019
Vickey Staudinger Bethesda MD 04/2019 12/2019
Nylife Securities Llc Bethesda MD 06/2019 12/2019
Eagle Strategies Llc Bethesda MD 06/2019 12/2019
Lpl Financial Llc Herndon VA 02/2020 09/2025
Northwest Financial Advisors Herndon VA 02/2020 06/2025
Equitable Advisors Llc New York NY 09/2025 03/2026
Equitable Falls Church VA 09/2025 03/2026
Cresset Asset Management, Llc Reston VA 03/2026 Present
  • 09/2015 → 03/2019
    Curo Private Wealth
    Reston, VA
  • 04/2019 → 12/2019
    Vickey Staudinger
    Bethesda, MD
  • 06/2019 → 12/2019
    Nylife Securities Llc
    Bethesda, MD
  • 06/2019 → 12/2019
    Eagle Strategies Llc
    Bethesda, MD
  • 02/2020 → 09/2025
    Lpl Financial Llc
    Herndon, VA
  • 02/2020 → 06/2025
    Northwest Financial Advisors
    Herndon, VA
  • 09/2025 → 03/2026
    Equitable Advisors Llc
    New York, NY
  • 09/2025 → 03/2026
    Equitable
    Falls Church, VA
  • 03/2026 → Present
    Cresset Asset Management, Llc
    Reston, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-07-16
S63 Uniform Securities Agent State Law Examination 1997-08-07
  • S66 Uniform Combined State Law Examination
    2012-07-16
  • S63 Uniform Securities Agent State Law Examination
    1997-08-07
Other Names
  • Jodi Danielle Jeffries
  • Jodi Danielle Van Voorhis
  • Jodi Danielle Jeffries
  • Jodi Van Voorhis

View on SEC IAPD

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Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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