Best Investors Account Sign in
Inactive

Michael Phelan Walsh

Jag Capital Management LLC

St. Louis, MO

CRD 870673

Claim This Profile
Employer firm

Jag Capital Management LLC CRD 159227

$1.90B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Jag Capital Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-09
MO RA APPROVED 2013-03-14
  • TX RA
    APPROVED_RES
    Since 2025-01-09
  • MO RA
    APPROVED
    Since 2013-03-14

Branch Locations

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.A. Glynn & Co. St. Louis MO 04/1988 03/2020
Jag Capital Management Llc St. Louis MO 03/2013 Present
Previous Registrations
  • 1997-10-14 → 2013-05-14
    J.A. Glynn Investments, Llc.
    St Louis, MO
    Saint Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-07-18
S63 Uniform Securities Agent State Law Examination 1979-09-05
  • S65 Uniform Investment Adviser Law Examination
    1997-07-18
  • S63 Uniform Securities Agent State Law Examination
    1979-09-05

View on SEC IAPD

Nearby Firms

UNIVERSAL FINANCIAL ADVISORS, LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.

Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
Stephanie Louise Longanecker

Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

More in St. Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor