Unclaimed Profile

Daniel John Ferry

JAG CAPITAL MANAGEMENT LLC·ST. LOUIS, Missouri

SIE, Series 00, Series 1, Series 27, Series 63Clean record28 years registeredJAG CAPITAL MANAGEMENT LLC

9841 CLAYTON ROAD, ST. LOUIS, MO 63124-1603CRD# 206899Firm CRD# 159227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel John Ferry · ST. LOUIS, MO

Registration

CRD #206899 · JAG CAPITAL MANAGEMENT LLC · 28 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JAG CAPITAL MANAGEMENT LLC

JAG CAPITAL MANAGEMENT LLC

Mar 2013 – Feb 2021

ST. LOUIS, MO

JAG ADVISORS

Oct 1997 – May 2013

SAINT LOUIS, MO

Registrations & Exams

FINRA examinations passed

SIE

Series 00

Series 1

Series 27

Series 63

Registration record

First registered · October 14, 1997

Years registered · 28

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAG CAPITAL MANAGEMENT LLC

CRD 159227 · SEC 801-72799

AUM

$1.6B

Regulatory assets under management

Employees

1,450 client accounts

Services offered by JAG CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at JAG CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Daniel John Ferry offer?

Daniel John Ferry specializes in Financial Planning, Investment Management, Wealth Management.

What are Daniel John Ferry's credentials?

Daniel John Ferry is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel John Ferry located?

Daniel John Ferry is based in ST. LOUIS, Missouri, last registered with JAG CAPITAL MANAGEMENT LLC.

How does Daniel John Ferry charge for services?

Daniel John Ferry's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAG CAPITAL MANAGEMENT LLC?

JAG CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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