Jason D. Sandfort

ANGELL CAPITAL MANAGEMENT

SAINT CHARLES, MO 63301

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CRD#: 5211166

Professional summary

Jason Dietrich Sandfort, CFP®, who also goes by Jason Sandfort, is a registered financial advisor currently at ANGELL CAPITAL MANAGEMENT, LLC located in Saint Charles, Missouri.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 2 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Sandfort

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Dietrich Sandfort's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

February 24, 2010 - Present

ANGELL CAPITAL MANAGEMENT, LLC

Office #1: 3660 West Clay Street, Saint Charles, MO 63301

RIA

CRD#: 117110

SAINT CHARLES, MO

Past

November 17, 2006 - February 24, 2010

EDWARD JONES

RIA

CRD#: 250

ST PETERS, MO

Past

October 17, 2006 - February 24, 2010

EDWARD JONES

CRD#: 250

ST PETERS, MO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(8/13/2019)

IAR

Missouri
(2/24/2010)

IAR

Texas
(6/4/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/25/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 10/16/2006

General Securities Representative Examination

Current Firm

ANGELL CAPITAL MANAGEMENT, LLC

CRD#: 117110 / SEC#:

Illinois

Registered Investment Advisory firm - (8/13/2019 Approved)

Kansas

Registered Investment Advisory firm - (9/20/2019 Approved)

Missouri

Registered Investment Advisory firm - (6/23/2000 Approved)

Texas

Registered Investment Advisory firm - (6/4/2014 Conditional Restricted)

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Contact information

Main Address

118 West Sneed Street Ste C, Centralia, MO 65240

Mailing Address

Phone number

(636) 896-8000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	379
AUM (Assets Under Management)	$ 86,719,139

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason D. Sandfort

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Dietrich Sandfort's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANGELL CAPITAL MANAGEMENT, LLC

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/25/2006

Series 7

Date: 10/16/2006

Current Firm

ANGELL CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ANGELL CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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