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Norman Conley

Jag Capital Management LLC
31 Years of Experience
St. Louis, MO
View SEC Summary
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Norman Conley is a registered investment advisor at Jag Capital Management LLC, based in St. Louis, MO, with 31 years of industry experience. Norman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 5 more. Their firm serves 1,068 clients with $1.9B in assets under management.

Jag Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,068 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00% for equity and balanced accounts, and 0.50% for fixed-income accounts. Subject to a minimum annual fee of $5,000 per relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

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

Norman is a minority partner and investor in TaleTube LLC, an internet media-based startup, and the President/Majority Shareholder of J.A. Glynn & Co. Norman spends minimal time on each of these ventures.

Employment History
Current Registrations
Jag Capital Management LLC
March 2013 - Present · 13 yrs 7 mos
Previous Registrations
Jag Advisors
December 1999 - May 2013 · 13 yrs 5 mos
J.A. Glynn Investments, LLC.Broker
March 1999 - March 2021 · 22 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1995 - March 1999 · 4 yrs
State Registrations2 states
MOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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