NC
NC

Norman Benedict Conley

30 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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
Loading...

Location

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

Get directions

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.

Learn about disclosures →
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 11 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 IncorporatedBroker
March 1995 - March 1999 · 4 yrs
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.