DFX Intelligence
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.
Registered advisor
Joann Mcclure Seagren
Feed of 09/14/2026
Also filed as Joann M Seagren
At current firm
2 y
since Nov 6, 2023
In the industry
20 y
since Dec 6, 2005 (earliest exam, job or registration)
Prior registered firms
6
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Chicago Capital, LLC independent RIA currentsince Nov 6, 2023 · Chicago, Il
- Jag Capital Management LLC mixed wealthApr 18, 2019 to Dec 1, 2023 · Chicago, Il
- Cibc Private Wealth Advisors, Inc. BD affiliatedSep 6, 2017 to May 28, 2019 · Chicago, Il
- Geneva Advisors, LLC formerSep 11, 2015 to Sep 1, 2017 · Chicago, Il
- Advocate Asset Management, LLC formerOct 15, 2012 to Dec 31, 2015 · Chicago, Il
- Advocate Asset Management, LLC formerMar 26, 2012 to Jun 18, 2012 · Chicago, Il
- Coronado Capital Management unclassifiedDec 7, 2005 to Aug 2, 2008 · Wooster, Oh
Moves
a registration end followed by a registration begin elsewhere
- Jag Capital Management LLC to Chicago Capital, LLCleft Dec 1, 2023, registered Nov 6, 2023 (-25 days) · RIA to RIA · moved with a team
- Cibc Private Wealth Advisors, Inc. to Jag Capital Management LLCleft May 28, 2019, registered Apr 18, 2019 (-40 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Geneva Advisors, LLC to Cibc Private Wealth Advisors, Inc.left Sep 1, 2017, registered Sep 6, 2017 (5 days) · corporate re-registration, not a move
- Advocate Asset Management, LLC to Geneva Advisors, LLCleft Dec 31, 2015, registered Sep 11, 2015 (-111 days) · Other · moved with a team
- Coronado Capital Management to Advocate Asset Management, LLCleft Aug 2, 2008, registered Mar 26, 2012 (1332 days) · Other
Signals
- Joann Mcclure Seagren left Jag Capital Management Llc for Chicago Capital, Llc (registered 2023-11-06)Dec 1, 2023 · Advisor changed firm · fact
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 20derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address