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Jacob N Schwinn

Cresset Asset Management, LLC

Denver, CO

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
TX RA APPROVED 2025-11-04
CO RA APPROVED 2021-08-19
  • TX RA
    APPROVED
    Since 2025-11-04
  • CO RA
    APPROVED
    Since 2021-08-19

Branch Locations

1144 15Th Street Suite 3675, Denver, CO 80202 • 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
Cresset Asset Management, Llc Denver CO 08/2021 Present
J.P Morgan Private Bank Denver CO 07/2009 07/2021
Other Businesses

1. Vice President; Schwinn Construction Company; 6514 S. 19th Street, Lincoln, NE 68516; Non-investment related; Since January 1, 2016

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-12-07
  • S63 Uniform Securities Agent State Law Examination
    2009-12-07
Designations

View on SEC IAPD

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