NC

Norman Benedict Conley

30 Years of Experience

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

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Regulatory 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.

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Other Business Activities

Norman is a minority partner and investor in TaleTube LLC, an internet media-based startup, and the President/Majority Shareholder of J.A. Glynn & Co. Norman spends minimal time on each of these ventures.

Employment History
Current Registrations
Jag Capital Management LLC
March 2013 - Present · 12 yrs 10 mos
Previous Registrations
Jag Advisors
December 1999 - May 2013 · 13 yrs 5 mos
J.A. Glynn Investments, LLC.Broker
March 1999 - March 2021 · 22 yrs
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 1995 - March 1999 · 4 yrs
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.