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Alana M Yokoyama

Cresset Asset Management, LLC

San Francisco, CA

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
CA RA APPROVED 2024-04-19
TX RA APPROVED 2024-04-19
  • CA RA
    APPROVED
    Since 2024-04-19
  • TX RA
    APPROVED
    Since 2024-04-19

Branch Locations

101 California Street Suite 4200, San Francisco, CA 94111 • 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
Gerber Kawasaki Inc Santa Monica CA 09/2013 03/2018
Lpl Financial, Llc Santa Monica CA 09/2013 03/2018
First Republic Investment Management, Inc. San Francisco CA 04/2018 04/2024
First Republic Securities Company, Llc San Francisco CA 04/2018 04/2024
J.P. Morgan Securities Llc San Francisco CA 09/2023 04/2024
Cresset Asset Management, Llc Chicago IL 04/2024 Present
  • 09/2013 → 03/2018
    Gerber Kawasaki Inc
    Santa Monica, CA
  • 09/2013 → 03/2018
    Lpl Financial, Llc
    Santa Monica, CA
  • 04/2018 → 04/2024
    First Republic Investment Management, Inc.
    San Francisco, CA
  • 04/2018 → 04/2024
    First Republic Securities Company, Llc
    San Francisco, CA
  • 09/2023 → 04/2024
    J.P. Morgan Securities Llc
    San Francisco, CA
  • 04/2024 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Previous Registrations
  • 2018-04-04 → 2024-04-22
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
    San Francisco, CA
  • 2024-03-08 → 2024-04-20
    J.P. Morgan Securities Llc
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-13
  • S66 Uniform Combined State Law Examination
    2017-03-13
Designations
Other Names
  • Alana Yokoyama
  • Alana Miya Yokoyama

View on SEC IAPD

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RBC SECURITIES, INC · SAN FRANCISCO, CA
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