James Thomas Cheap
Investment adviser representative at Cresset Asset Management, LLC
11 yearsExperience
1 stateRegistered in
$78.9BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cresset Asset Management, LLCNov 2025 to now
- Peakline Partners LLCJan 2025 to Nov 2025
- Cresset Asset Management, LLCMay 2023 to Dec 2024
- True Capital Management, LLCJan 2021 to Apr 2023
- UnemployedNov 2019 to Jan 2021
- Sharespost Research LLCAug 2018 to Nov 2019
- Equilar IncAug 2017 to Aug 2018
- University of California, DavisOct 2014 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cresset Asset Management, LLC
$78.9BAssets managed
4,911Clients
211Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7030243
- Firm CRD
- 288566