Jay Clark Warner
Investment adviser representative at Epogee Capital Management, LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$71.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
19 years in the industry.
- Epogee Capital Management, LLCJun 2024 to now
- Epogee Capital PartnersMay 2024 to now
- Port One Investments LLCApr 2022 to Jun 2024
- Method AdvisorsApr 2020 to Apr 2022
- Invenomic CapitalJul 2019 to Mar 2020
- Balter Capital ManagementMar 2007 to Jun 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Epogee Capital Management, LLC
Legal name: Epogee Capital Management LLC
$71.8MAssets managed
4Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4812244
- Firm CRD
- 330816