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RIA / WealthAdvisor29 years in industry

Jodi Danielle Van Voorhis

Advisor at CRESSET ASSET MANAGEMENT, LLC

Reston, VA | CHICAGO, IL

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Search this name across graphsid dfx:ria:1db1fcee-14fd-981a-2ada-1db59bdab24d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 10, 2013 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CRESSET ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 7, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Aug 7, 1997
First registration: Jun 10, 2013
Dual registered: no
Other names: JODI DANIELLE JEFFRIES|JODI DANIELLE VAN VOORHIS|JODI DANIELLE JEFFRIES|Jodi Van Voorhis
IAPD individual key: 2890411

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CRESSET ASSET MANAGEMENT, LLC	Independent wealth	Apr 10, 2026	n/a	yes	CHICAGO, IL\|Reston, VA	Current employment
EQUITABLE ADVISORS, LLC	National bd RIA	Sep 25, 2025	Mar 23, 2026	no	FALLS CHURCH, VA	Previous registration
NORTHWEST FINANCIAL ADVISORS LLC	Independent wealth	Dec 3, 2020	Jun 25, 2025	no	HERNDON, VA	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jun 13, 2019	Dec 17, 2019	no	LEESBURG, VA\|BETHESDA, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Sep 18, 2015	Mar 22, 2019	no	RESTON, VA\|RESTON, VA	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jun 10, 2013	Feb 6, 2014	no	McLean, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EQUITABLE ADVISORS, LLC	CRESSET ASSET MANAGEMENT, LLC	Mar 23, 2026	Apr 10, 2026	18	Firm change	Ibd to RIA
NORTHWEST FINANCIAL ADVISORS LLC	EQUITABLE ADVISORS, LLC	Jun 25, 2025	Sep 25, 2025	92	Firm change	RIA to ibd
EAGLE STRATEGIES LLC	NORTHWEST FINANCIAL ADVISORS LLC	Dec 17, 2019	Dec 3, 2020	352	Firm change	Ibd to RIA
LPL FINANCIAL LLC	EAGLE STRATEGIES LLC	Mar 22, 2019	Jun 13, 2019	83	Firm change	RIA to ibd
MML INVESTORS SERVICES, LLC	LPL FINANCIAL LLC	Feb 6, 2014	Sep 18, 2015	589	Firm change after gap	Other

Relationships

Registered with (6)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 10, 2026 to presentfactForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Sep 25, 2025 to Mar 23, 2026factForm ADV
→ NORTHWEST FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Dec 3, 2020 to Jun 25, 2025factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jun 13, 2019 to Dec 17, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Sep 18, 2015 to Mar 22, 2019factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jun 10, 2013 to Feb 6, 2014factForm ADV

Dated events

Occurred
Mar 23, 2026
Advisor changed firm
Jodi Danielle Van Voorhis left Equitable Advisors, Llc for Cresset Asset Management, Llc (registered 2026-04-10)
Form ADVobserved 5 days ago
Occurred
Jun 25, 2025
Advisor changed firm
Jodi Danielle Van Voorhis left Northwest Financial Advisors Llc for Equitable Advisors, Llc (registered 2025-09-25)
Form ADVobserved 5 days ago