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Sandra Jean Shotwell-Cain

Jag Capital Management LLC
36 Years of Experience
View SEC Summary
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Jag Capital Management LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
964 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$100K
Minimum Annual Fee:$5,000

Location

1610 Des Peres Rd, Ste 120, St. Louis, MO, 63131

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History

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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Employment History
Current Registrations
Jag Capital Management LLC
March 2013 - Present · 12 yrs 11 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 IncorporatedBroker
August 1988 - September 1990 · 2 yrs 1 mo
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.