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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Cheap is an investment advisor representative associated with Cresset Asset Management, LLC. James Cheap holds the following licenses: Series 66, Series 86, Series 87, Series 7TO and SIE. James Cheap has been in the financial industry since 2019. James Cheap is registered in California. James Cheap specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Pooled Investment Vehicles, Selection of Other Advisers, Financial Planning, Pension Consulting and Educational Seminars. James Cheap also works with individuals, high net worth individuals, charitable organizations, corporations and other businesses, investment companies and pooled investment vehicles. James Cheap's previous employer was SharesPost Financial Corporation. James Cheap is also associated with Cresset Partners, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/09/2023 - Present
Cresset Asset Management, LLC (SAN FRANCISCO CA)
CA
04/09/2019 - 11/01/2019
SHARESPOST FINANCIAL CORPORATION (SAN FRANCISCO CA)
BOTH
Issued 05/03/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/2019
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 06/05/2019
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 04/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/07/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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