Managing Director, Wealth Advisor
Jason Heckler is a Managing Director, Wealth Advisor in the Minneapolis office of Cresset. Jason draws upon his 20 years of experience, combined with Cresset’s approach to sustaining and growing individual and family wealth. Specifically, Jason designs and builds customized client investment programs spanning public and private market opportunities focused on; eliminating conflicts of interest, avoiding excess fees, and providing full transparency.
Before joining Cresset, Jason was a Senior Investment Specialist and Executive Director at J.P.Morgan Private Bank where he held various investment focused roles. Prior to J.P.Morgan Jason was a Vice President of sales at the Northern Trust Company.
Jason holds a BS degree in Philosophy and Economics from Miami University (Oxford, OH). He lives in the Morningside neighborhood of Minneapolis with his wife and son.