Dean Jackson

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

• 09/2015 → 04/2017
  First Republic Investment Management
  Menlo Park, CA
• 09/2015 → 04/2017
  First Republic Securities Company
  Menlo Park, CA
• 04/2017 → 04/2023
  First Republic Securities Company, Llc
  Menlo Park, CA
• 04/2017 → 04/2023
  First Republic Investment Management, Inc.
  Menlo Park, CA
• 04/2023 → Present
  Cresset Asset Management, Llc
  Menlo Park, CA

Previous Registrations

• 2015-09-30 → 2023-05-17
  J.P. Morgan Private Wealth Advisors Llc
  Menlo Park, CA
  San Francisco, CA
  Palo Alto, CA
  Menlo Park, CA
• 2011-09-23 → 2015-09-30
  Constellation Wealth Advisors Llc
  Menlo Park, CA
  New York, NY
• 2011-05-23 → 2011-09-22
  Exos Advisors, Llc
  San Francisco, CA
• 1997-07-08 → 2010-01-06
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) Name of business: Kenobi32, LLC Investment related: No Start date: 12/31/2015 Description of duties: LLC created in 2015 to facilitate a seed private investment in a startup company. I am one of two members. There will be no subsequent investments made under this LLC. Time devoted: less than 1 hour 2) Name: Client's Trust Account Investment-Related: Yes Position/ Title: Trustee Duties: Mr. Jackson acts in the capacity of trustee for a client account. 3) As of August 2025, Mr. Jackson serves as trustee for two client trust accounts, providing general administrative and fiduciary services. This is not investment related. Mr. Jackson devotes 1-5 hours per year in this capacity, none of which are during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-04-17
• S63 Uniform Securities Agent State Law Examination
  1994-11-08

Other Names

• Michael Dean Jackson