David Joseph Patritti

Jag Capital Management LLC

31 Years of Experience

1 Disclosure

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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 (1)

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Customer Dispute

July 2003

Settled

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Employment History

Current Registrations

Jag Capital Management LLC

March 2013 - Present · 12 yrs 11 mos

Previous Registrations

J.A. Glynn Investments, LLC.Broker

December 2008 - March 2021 · 12 yrs 3 mos

Jag Advisors

December 2008 - May 2013 · 4 yrs 5 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 2000 - December 2008 · 8 yrs 10 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

March 1994 - December 2008 · 14 yrs 9 mos

State Registrations2 states

MOTX

Advisor

Exams

No exam information available for this advisor.