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Jacob Francis Kaites

Cresset Asset Management, LLC

Scottsdale, AZ

Chicago, IL

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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 2026-02-06
TX RA APPROVED 2026-01-26
  • AZ RA
    APPROVED
    Since 2026-02-06
  • TX RA
    APPROVED
    Since 2026-01-26

Branch Locations

16430 N. Scottsdale Rd. Suite 220, Scottsdale, AZ 85254 • 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
The Vanguard Group, Inc Scottsdale AZ 08/2022 11/2025
Randstad Waco TX 06/2021 08/2021
Baylor University Waco TX 08/2018 05/2022
Scottsdale Christian Academy Phoenix AZ 08/2006 05/2018
Mcrae Group Of Companies Scottsdale AZ 05/2019 08/2019
Global Security And Innovative Strategies Waco TX 06/2020 04/2021
Scottsdale Christian Academy Phoenix AZ 06/2018 06/2018
Scottsdale Christian Academy Phoenix AZ 06/2017 06/2017
Scottsdale Christian Academy Phoenix AZ 03/2023 08/2025
Tooker Tactical Llc Phoenix AZ 02/2024 08/2025
Vanguard Marketing Corporation Scottsdale AZ 08/2022 11/2025
Cresset Asset Management, Llc Scottsdale AZ 12/2025 Present
  • 08/2022 → 11/2025
    The Vanguard Group, Inc
    Scottsdale, AZ
  • 06/2021 → 08/2021
    Randstad
    Waco, TX
  • 08/2018 → 05/2022
    Baylor University
    Waco, TX
  • 08/2006 → 05/2018
    Scottsdale Christian Academy
    Phoenix, AZ
  • 05/2019 → 08/2019
    Mcrae Group Of Companies
    Scottsdale, AZ
  • 06/2020 → 04/2021
    Global Security And Innovative Strategies
    Waco, TX
  • 06/2018 → 06/2018
    Scottsdale Christian Academy
    Phoenix, AZ
  • 06/2017 → 06/2017
    Scottsdale Christian Academy
    Phoenix, AZ
  • 03/2023 → 08/2025
    Scottsdale Christian Academy
    Phoenix, AZ
  • 02/2024 → 08/2025
    Tooker Tactical Llc
    Phoenix, AZ
  • 08/2022 → 11/2025
    Vanguard Marketing Corporation
    Scottsdale, AZ
  • 12/2025 → Present
    Cresset Asset Management, Llc
    Scottsdale, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-26
S63 Uniform Securities Agent State Law Examination 2022-10-04
  • S65 Uniform Investment Adviser Law Examination
    2026-01-26
  • S63 Uniform Securities Agent State Law Examination
    2022-10-04
Other Names
  • Jacob Kaites

View on SEC IAPD

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