GM
GM

George Margvelashvili

7 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
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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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Other Business Activities

George plays chess in various tournaments and for different teams since 2008. This activity requires minimal time and is not investment-related.

Employment History
Current Registrations
Jag Capital Management LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Fisher Investments
September 2018 - October 2021 · 3 yrs 1 mo
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.