Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shane? Claim Your ProfileShane William Harjes is a financial advisor registered with Cresset Asset Management, LLC. Shane has been in the industry for over 8 years, specializing in serving high-net-worth individuals, corporations, and charitable organizations. Shane holds both Series 66 and Series 7 licenses. Prior to joining Cresset Asset Management, LLC, Shane was employed by J.P. MORGAN SECURITIES 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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IL
01/17/2020 - Present
Cresset Asset Management, LLC (CHICAGO IL)
MN
08/10/2015 - 05/01/2018
J.P. MORGAN SECURITIES LLC (MINNEAPOLIS MN)
BOTH
Issued 01/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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