Daniel Conley
JAG Capital Management · Costa Mesa, California
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.
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Specialties
Facts
| Firm | JAG Capital Management |
|---|---|
| Based in | Costa Mesa, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.90B across 1,675 accounts |
| SEC registration | Investment adviser representative in CA, MO · CRD 7781428 |
| Exams passed | Series 63 (2023) · Series 65 (2026) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.jagcapm.com |
How Daniel's firm compares
- JAG Capital Management's average account is about $1.1 million, from its Form ADV (assets managed divided by 1,675 accounts).
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Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Costa Mesa
Other advisors in California who focus on sustainable & impact investing
Where this information comes from
- SEC adviser records : 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
- JAG Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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