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Chief Executive Officer/chief Investment Officer · JAG Capital Management LLC

Norman B. Conley

CRD 2543624 · Named on Form ADV at one SEC-registered adviser

At a glance

JAG Capital Management LLC, an SEC-registered asset manager based in St. Louis, MO with $1.9 billion in regulatory assets, lists Norman B. Conley on its Form ADV as Chief Executive Officer/chief Investment Officer, a control person.

Firms and roles

  • JAG Capital Management LLCChief Executive Officer/chief Investment OfficerAsset manager · St. Louis, MO · $1.9B in regulatory assets

AtlasMembers

Norman’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
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Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
1999 (26 years)
Designations
None on file
Exams
Series 63, Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Norman’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Roberta J. MaueSenior Vice President, Director of Portfolio Operations and Trading, JAG Capital Management LLC
  • Denise D. AlfieriChief Compliance Officer, JAG Capital Management LLC
  • Kate A. HurtSenior Vice President of Operations, JAG Capital Management LLC
  • James G. SindelarSenior Vice President of Strategic Relationships, JAG Capital Management LLC
  • Linda Y. WolffController and Vice President, JAG Capital Management LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Norman’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.