Daniel John Conley
Investment adviser representative at Jag Capital Management LLC
13 yearsExperience
2 statesRegistered in
$1.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Jag Capital Management, LLCSep 2026 to now
- Research AffiliatesNov 2024 to Aug 2026
- Cascadia Capital, LLCJul 2023 to Nov 2024
- UnemployedMay 2023 to Jun 2023
- Cascadia Capital, LLCJun 2022 to Aug 2022
- Columbia UniversityAug 2021 to May 2023
- RokfinMay 2020 to Aug 2021
- Jag Capital ManagementAug 2019 to Aug 2019
- UrbyJun 2019 to Jul 2019
- Columbia UniversityJul 2018 to May 2020
- UrbyJun 2018 to Jul 2018
- Chaminade College Preparatory SchoolJul 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, MO).
Jag Capital Management LLC
$1.9BAssets managed
1,068Clients
14Advisers
14 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
- 7781428
- Firm CRD
- 159227