DK
DK

David William Kingston

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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
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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

David is a director at the Security Traders Association of STL since November 2024. He spends a few hours per week on this activity.

Employment History
Current Registrations
Jag Capital Management LLC
October 2021 - Present · 4 yrs 4 mos
Previous Registrations
Jag Advisors
February 2008 - May 2013 · 5 yrs 3 mos
J.A. Glynn Investments, LLC.Broker
March 2004 - March 2021 · 17 yrs
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.