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Jeanne Marie Mcgannon

Cresset Asset Management, LLC

New York, NY

Chicago, IL

CRD 2893173

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Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-10-03
  • NY RA
    APPROVED
    Since 2023-10-03

Branch Locations

565 5Th Avenue 27Th Floor, New York, NY 10017 • United States

444 W. Lake Street Suite 4700, Chicago, IL 60606 • 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
Geller Advisors Llc New York NY 06/2016 05/2023
Cresset Asset Management, Llc Chicago IL 05/2023 Present
Previous Registrations
  • 2021-08-27 → 2023-09-22
    Geller Advisors Llc
    New York, NY
  • 2015-10-01 → 2016-06-14
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
    San Francisco, CA
    New York, NY
  • 2008-10-21 → 2008-11-24
    Andrew Garrett Inc.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-12-10
S63 Uniform Securities Agent State Law Examination 1998-05-21
  • S66 Uniform Combined State Law Examination
    2007-12-10
  • S63 Uniform Securities Agent State Law Examination
    1998-05-21
Designations
  • Certified Financial Planner

View on SEC IAPD

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