Jag Capital Management LLC

Jag Capital Management LLC (CRD# 159227) is a financial advisory firm headquartered in Saint Louis, MO. They manage $1,251,960,060 in 843 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,252
    MILLION
  • Total Number of Accounts
    843
    ACCOUNTS
  • Average Account Value
    $1,485,125
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Jag Capital Management LLC
Showing 1 - 10 of 11 top financial advisors.
1
Gina M. Barro
CRD#: 1325003
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Gina Barro (CRD# 1325003) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

2
Norman B. Conley
CRD#: 2543624
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Norman Conley (CRD# 2543624) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.

3
Charles E. Dodson
CRD#: 1744430
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Charles Dodson (CRD# 1744430) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 30 years of experience in the finance industry.

4
Daniel J. Ferry
CRD#: 206899
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Daniel Ferry (CRD# 206899) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 37 years of experience in the finance industry.

5
Todd T. Gilmore
CRD#: 1900416
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Todd Gilmore (CRD# 1900416) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.

6
Roberta J. Maue
CRD#: 2553207
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Roberta Maue (CRD# 2553207) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.

7
Sandra J. Shotwell
CRD#: 1850957
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Sandra Shotwell (CRD# 1850957) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 29 years of experience in the finance industry.

8
James G. Sindelar
CRD#: 5413190
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

James Sindelar (CRD# 5413190) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.

9
Michael P. Walsh
CRD#: 870673
9841 Clayton Road, Saint Louis, MO 63124
93
Wealthminder
score

Michael Walsh (CRD# 870673) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 38 years of experience in the finance industry.

10
Matthew R. Walsh
CRD#: 5822062
9841 Clayton Road, Saint Louis, MO 63124
90
Wealthminder
score

Matthew Walsh (CRD# 5822062) is an Investment Advisor Representative working at Jag Capital Management LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.