Gregory Ryan Dunn
Investment adviser representative at Jag Capital Management LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Northern Lights Distributors, LLCOct 2025 to now
- Jag Capital Management, LLCApr 2025 to now
- Mercer AdvisorsJul 2023 to Apr 2025
- UnemployedApr 2023 to Jul 2023
- PaylocitySep 2019 to Apr 2023
- Second Street MediaMay 2015 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8179644
- Firm CRD
- 159227