TrueAdvisor
TrueAdvisor
MW
MW

Michael Phelan Walsh

Jag Capital Management LLC
46 Years of Experience
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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
October 1997 - May 2013 · 15 yrs 7 mos
J.A. Glynn Investments, LLC.Broker
May 1988 - March 2021 · 32 yrs 10 mos
J. A. Glynn & CO.Broker
December 1980 - May 1988 · 7 yrs 5 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 1979 - December 1980 · 1 yr 4 mos
State Registrations2 states
MOTX
Advisor
Exams
No exam information available for this advisor.