Joann Mcclure Seagren

Employer firm

Chicago Capital, LLC CRD 291624

$4.82B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• RESEARCH CONTRIBUTOR SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 08/2017
  Geneva Advisors, Llc
  Chicago, IL
• 08/2017 → 04/2019
  Cibc Private Wealth Advisors, Inc
  Chicago, IL
• 04/2019 → 11/2023
  Jag Capital Management Llc
  St. Louis, MO
• 11/2023 → Present
  Chicago Capital Llc
  Chicago, IL

Previous Registrations

• 2019-04-18 → 2023-12-01
  Jag Capital Management Llc
  Chicago, IL
  Chicago, IL
• 2017-09-06 → 2019-05-28
  Cibc Private Wealth Advisors, Inc.
  Chicago, IL
• 2015-09-11 → 2017-09-01
  Geneva Advisors, Llc
  Chicago, IL
• 2012-10-15 → 2015-12-31
  Advocate Asset Management, Llc
  Chicago, IL
• 2012-03-26 → 2012-06-18
  Advocate Asset Management, Llc
  Chicago, IL
• 2005-12-07 → 2008-08-02
  Coronado Capital Management
  Wooster, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-12-06

Other Names

• Joann M Seagren