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Jon Marc Carrier

Cresset Asset Management, LLC

Los Angeles, CA

Chicago, IL

CRD 7819113

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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
CA RA APPROVED 2023-10-10
TX RA APPROVED 2023-10-10
  • CA RA
    APPROVED
    Since 2023-10-10
  • TX RA
    APPROVED
    Since 2023-10-10

Branch Locations

2029 Century Park East Suite 1780, Los Angeles, CA 90067 • 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
Carolina Panthers Charlotte NC 12/2016 01/2017
National Football League New York NY 06/2017 08/2017
National Football League New York NY 08/2017 05/2019
National Football League New York NY 06/2019 08/2021
Los Angeles Rams Los Angeles CA 05/2021 07/2023
Cresset Asset Management, Llc Los Angeles CA 07/2023 04/2025
Dartmouth College Hanover NH 09/2013 06/2017
Cresset Asset Management, Llc Chicago IL 04/2025 Present
  • 12/2016 → 01/2017
    Carolina Panthers
    Charlotte, NC
  • 06/2017 → 08/2017
    National Football League
    New York, NY
  • 08/2017 → 05/2019
    National Football League
    New York, NY
  • 06/2019 → 08/2021
    National Football League
    New York, NY
  • 05/2021 → 07/2023
    Los Angeles Rams
    Los Angeles, CA
  • 07/2023 → 04/2025
    Cresset Asset Management, Llc
    Los Angeles, CA
  • 09/2013 → 06/2017
    Dartmouth College
    Hanover, NH
  • 04/2025 → Present
    Cresset Asset Management, Llc
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-28
  • S65 Uniform Investment Adviser Law Examination
    2023-09-28

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

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