# Daniel Conley

> Daniel Conley is a fee-only financial advisor at JAG Capital Management in Costa Mesa, California. Daniel focuses on sustainable & impact investing. JAG Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-conley/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** JAG Capital Management
- **Based in:** Costa Mesa, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.90B across 1,675 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 7781428 (https://adviserinfo.sec.gov/individual/summary/7781428)
- **SEC registration:** Investment adviser representative in CA, MO
- **Exams passed:** Series 63 (2023), Series 65 (2026)
- **Firm size:** 21 employees
- **Disclosures:** None reported
- **Website:** http://www.jagcapm.com

## Frequently asked questions

### Is Daniel Conley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and JAG Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, JAG Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Daniel Conley based?

Daniel Conley is based in Costa Mesa, California.

### What does Daniel specialize in?

Daniel's specialties include sustainable & impact investing.

### Is Daniel Conley registered with the SEC?

Yes. Daniel Conley is registered as an investment adviser representative in CA and MO (CRD 7781428), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does JAG Capital Management manage?

JAG Capital Management reports $1.90B across 1,675 accounts in assets under management.

### How do I contact Daniel Conley?

Through Daniel's website, www.jagcapm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7781428): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.jagcap.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.