J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
26yrs
Christopher Chase
Financial advisor at Cresset Asset Management
Christopher Chase has worked in the financial industry for 26 years and is a fiduciary financial advisor based in San Francisco, California. After less than a year at J.P. Morgan Securities and nine years at J.P. Morgan Private Wealth Advisors, Christopher joined Cresset Asset Management in 2024, a firm offering financial planning, investment management, and private fund management. Cresset Asset Management reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 3220 advisors with offices in San Francisco, and one of 2949 fiduciaries.
At a glance
Experience26 years (since 2000)
How that compares ?Top 18% by experience at Cresset Asset Management
Office101 California Street Suite 4200, San Francisco, CA 94111
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$14.7 million
Advisors at the firm211
States licensed ?1 state
Services through Cresset Asset Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowCresset Asset Management, LLCCurrent firm
- Mar 2024 – Apr 2024J.P. Morgan Securities LLCPreviously
- 2015 – 2024J.P. Morgan Private Wealth Advisors LLCPreviously
- 2008 – 2015Credit Suisse Securities (usa) LLCPreviously
- 2004 – 2008Lehman Brothers Inc.Previously
- Aug 2003 – Jan 2004Banc of America Investment Services, Inc.Previously
- Dec 2001 – Aug 2003Banc of America Securities LLCPreviously
Contact Christopher
Local office(415) 949-2014Ask for Christopher. (312) 429-2400Main office · Chicago, IL 101 California Street Suite 4200San Francisco, CA 94111Office · Get directions
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Questions to ask Christopher
Tailored to Christopher’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Christopher
How do I contact Christopher?
Call Christopher’s local office at (415) 949-2014 or the Cresset Asset Management main office at (312) 429-2400, and ask for Christopher Chase.
How long has Christopher been a financial advisor?
Christopher has been in the industry since 2000, about 26 years. Top 18% by experience at Cresset Asset Management.
What licenses does Christopher hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Christopher a fiduciary?
Christopher is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Christopher paid?
Cresset Asset Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Christopher for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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