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James Paul Sioris

Cresset Asset Management, LLC

Chicago, IL

Minnetonka, MN

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Current Employers
Cresset Asset Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-07-28
CO RA APPROVED 2025-06-02
WA RA APPROVED 2025-06-02
FL RA APPROVED 2022-06-23
TX RA APPROVED_RES 2022-06-02
MN RA APPROVED 2022-06-01
  • AZ RA
    APPROVED
    Since 2025-07-28
  • CO RA
    APPROVED
    Since 2025-06-02
  • WA RA
    APPROVED
    Since 2025-06-02
  • FL RA
    APPROVED
    Since 2022-06-23
  • TX RA
    APPROVED_RES
    Since 2022-06-02
  • MN RA
    APPROVED
    Since 2022-06-01

Branch Locations

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

701 Carlson Parkway Suite 1400, Minnetonka, MN 55305 • 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
Meristem Family Wealth Llc Minnetonka MN 05/2007 06/2022
Cresset Asset Management, Llc Minnetonka MN 06/2022 Present
Previous Registrations
  • 2014-01-31 → 2022-06-02
    Meristem Family Wealth
    Minnetonka, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-02-03
S66 Uniform Combined State Law Examination 2003-11-06
  • S65 Uniform Investment Adviser Law Examination
    2014-02-03
  • S66 Uniform Combined State Law Examination
    2003-11-06
Other Names
  • James Paul Sioris

View on SEC IAPD

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GUGGENHEIM INVESTMENTS · CHICAGO, IL
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