SS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
12 advisors
Number of Clients
964 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
JAG Capital Management charges a maximum annual fee of 1.00% for equity and balanced accounts and 0.50% for fixed income accounts. A minimum annual fee of $5,000 applies per relationship. Fees are negotiable and may vary based on client circumstances. Discounted fees are offered to certain family members and friends of persons associated with the Firm.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1610 Des Peres Rd, Ste 120, St. Louis, MO, 63131
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jag Capital Management LLC
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Jag Advisors
June 2003 - May 2013 · 9 yrs 11 mos
J.A. Glynn Investments, LLC.Broker
June 2003 - March 2021 · 17 yrs 9 mos
Christian Brothers Investment Services, INC.
February 1998 - June 2004 · 6 yrs 4 mos
Cbis Financial Services, INC.Broker
January 1995 - May 2003 · 8 yrs 4 mos
Mercantile Investment Services, INC.Broker
June 1991 - November 1994 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 1988 - September 1990 · 2 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.