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RIA / WealthAdvisorCertified Financial Planner24 years in industry

LESLIE JOAN CANNON

Advisor at CRESSET ASSET MANAGEMENT, LLC

CHICAGO, IL

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Search this name across graphsid dfx:ria:feddcad5-6982-2a72-a4f7-926d66740f67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 17, 2011 to Sep 14, 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: Apr 26, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 26, 2002
First registration: May 17, 2011
Dual registered: no
Other names: LESLIE CANNON|LESLIE JOAN CANNON|LESLIE JOAN KOOI|Leslie Cannon
IAPD individual key: 4409404

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	May 21, 2024	n/a	yes	CHICAGO, IL	Current employment
THE INVICTUS COLLECTIVE, LLC	Independent wealth	May 21, 2021	Apr 1, 2024	no	PARK RIDGE, IL	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 4, 2017	May 27, 2021	no	CHICAGO, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 8, 2015	Sep 15, 2017	no	CHICAGO, IL	Previous registration
CREDIT SUISSE SECURITIES (USA) LLC	Former SEC adviser	Jul 1, 2015	Nov 3, 2015	no	CHICAGO, IL	Previous registration
CHOREO, LLC	Independent wealth	May 17, 2011	Nov 7, 2013	no	DULUTH, MN	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
THE INVICTUS COLLECTIVE, LLC	CRESSET ASSET MANAGEMENT, LLC	Apr 1, 2024	May 21, 2024	50	Firm change	RIA to RIA
J.P. MORGAN SECURITIES LLC	THE INVICTUS COLLECTIVE, LLC	May 27, 2021	May 21, 2021	-6	Firm change	Wirehouse to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	J.P. MORGAN SECURITIES LLC	Sep 15, 2017	Oct 4, 2017	19	Firm change	Wirehouse to wirehouse
CREDIT SUISSE SECURITIES (USA) LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 3, 2015	Oct 8, 2015	-26	Firm change	Other
CHOREO, LLC	CREDIT SUISSE SECURITIES (USA) LLC	Nov 7, 2013	Jul 1, 2015	601	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
79:310744:IL:2021-05-27	May 27, 2021	May 21, 2021	CHICAGO, IL	Firm change
816:7691:IL:2015-11-03	Nov 3, 2015	Oct 8, 2015	CHICAGO, IL	Firm change

Relationships

Registered with (6)

→ CRESSET ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 21, 2024 to presentfactForm ADV
→ THE INVICTUS COLLECTIVE, LLCRegistered adviserregistration: previous registration
May 21, 2021 to Apr 1, 2024factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 4, 2017 to May 27, 2021factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 8, 2015 to Sep 15, 2017factForm ADV
→ CREDIT SUISSE SECURITIES (USA) LLCRegistered adviserregistration: previous registration
Jul 1, 2015 to Nov 3, 2015factForm ADV
→ CHOREO, LLCRegistered adviserregistration: previous registration
May 17, 2011 to Nov 7, 2013factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
Leslie Joan Cannon left The Invictus Collective, Llc for Cresset Asset Management, Llc (registered 2024-05-21)
Form ADVobserved 5 days ago