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Jamie L. Wall

Cresset Asset Management, LLC

Chicago, IL

Atlanta, GA

CRD 2729575

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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
GA RA APPROVED 2021-10-22
  • GA RA
    APPROVED
    Since 2021-10-22

Branch Locations

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

3445 Peachtree Road Suite 1400, Atlanta, GA 30326 • 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
J.P. Morgan Atlanta GA 11/2014 09/2021
Cresset Asset Management, Llc Atlanta GA 10/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-23
S63 Uniform Securities Agent State Law Examination 1999-08-25
  • S66 Uniform Combined State Law Examination
    2015-03-23
  • S63 Uniform Securities Agent State Law Examination
    1999-08-25
Other Names
  • Jamie Wall
  • Jamie Wall Dennis
  • Jamie Wall Wall
  • Jamie Lynne Wall

View on SEC IAPD

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Nearby Investors

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HAROLD NELSON LEAVELL
CARLYLE KELLY MADDEN

Nearby Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL

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