Shane William Harjes

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → 04/2018
  Jp Morgan Securities Llc
  Los Angeles, CA
• 07/2015 → 04/2018
  Jp Morgan Chase Bank Na
  Los Angeles, CA
• 04/2016 → 04/2021
  Filter Haus Llc
  Eden Prairie, MN
• 12/2019 → Present
  Cresset Asset Management, Llc
  Chicago, IL
• 08/2018 → 12/2019
  Univeristy Of Colorado Boulder
  Boulder, CO

Other Businesses

The Table Minneapolis; Yes, investment related; 3501 Aldrich Ave S. Minneapolis, MN 55406; Charitable organization/Non-profit; Treasurer; June 2023; 1-5 hours per month; 0 hours during trading hours; Board meetings, reporting on budget/finances of organization.

Exams

• S66 Uniform Combined State Law Examination
  2020-01-17
• S63 Uniform Securities Agent State Law Examination
  2015-09-21