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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 2025-12-19
NY RA APPROVED 2023-08-10
CT RA APPROVED 2023-05-18
  • TX RA
    APPROVED
    Since 2025-12-19
  • NY RA
    APPROVED
    Since 2023-08-10
  • CT RA
    APPROVED
    Since 2023-05-18

Branch Locations

88 Field Point Road Suite 102, Greenwich, CT 06830 • United States

565 5Th Avenue 27Th Floor, New York, NY 10017 • 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
First Republic Investment Management, Inc. New York NY 08/2018 04/2023
First Republic Securities Company, Llc New York NY 08/2018 04/2023
Ubs Financial Services, Inc. Florham Park NJ 07/2015 08/2018
Cresset Asset Management, Llc Chicago IL 04/2023 Present
Previous Registrations
  • 2018-08-07 → 2023-05-17
    J.P. Morgan Private Wealth Advisors Llc
    New York, NY
  • 2015-12-22 → 2018-08-23
    Florham Park, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-21
  • S66 Uniform Combined State Law Examination
    2015-12-21
Designations
Other Names
  • Jack M Crampton

View on SEC IAPD

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