RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Sandra Jean Shotwell-Cain
- Title
- Vice President, Director of Institutional Client Servicereportedjagcap.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Jag Capital Management LLC mixed wealth currentsince Mar 18, 2013 · St. Louis, Mo
- Jag Advisors formerJun 9, 2003 to May 14, 2013 · St Louis, Mo
- Christian Brothers Investment Services, Inc. asset managerFeb 26, 1998 to Jun 21, 2004 · Oak Brook, Il
- Jag Advisors to Jag Capital Management LLCleft May 14, 2013, registered Mar 18, 2013 (-57 days) · Other
- Christian Brothers Investment Services, Inc. to Jag Advisorsleft Jun 21, 2004, registered Jun 9, 2003 (-378 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 38derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address