Charles Seno O'ROurke

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2017 → 06/2019
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 01/2016 → 03/2017
  Hogan Truck Leasing, Inc.
  Saint Louis, MO
• 06/2019 → 06/2023
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 07/2023 → Present
  Jag Capital Management Llc
  St. Louis, MO

Previous Registrations

• 2019-08-12 → 2023-07-06
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-12
• S63 Uniform Securities Agent State Law Examination
  2017-07-07

Designations

• Chartered Financial Analyst

Other Names

• Charles Orourke
• Charles O'ROurke