James Cheap (CRD# 7030243) is an Investment Advisor Representative working at Cresset Asset Management, LLC in San Francisco, CA and has over 4 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cresset Asset Management, LLC | San Francisco, CA | May 2023 - Current | < 1 |
| True Capital Management, LLC | San Francisco, CA | Jan 2021 - Apr 2023 | 2 |
| Unemployed | San Francisco, CA | Nov 2019 - Jan 2021 | 1 |
| Sharespost Research LLC | San Francisco, CA | Aug 2018 - Nov 2019 | 1 |
| Equilar Inc. | Redwood City, CA | Aug 2017 - Aug 2018 | 1 |
| Uc Davis | Davis, CA | Sep 2016 - Aug 2017 | < 1 |
| Us Bank | Davis, CA | Jul 2015 - Sep 2016 | 1 |
| Uc Davis | Davis, CA | Nov 2014 - Jun 2015 | < 1 |
| University | San Rafael, CA | Aug 2008 - Nov 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2019 |
- CA
-
Total Assets Under Management43,670MILLIONS
-
Total Number of Accounts3,929ACCOUNTS
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Average Account Value$11,114,819
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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