Unclaimed Profile

Alan Donald Vogt

JAG CAPITAL MANAGEMENT LLC·ST. LOUIS, Missouri

SIE, Series 1, Series 7TO, Series 24, Series 55, Series 57TO, Series 63, Series 65Clean record5 years registeredJAG CAPITAL MANAGEMENT LLC

9841 CLAYTON ROAD, ST. LOUIS, MO 63124-1603CRD# 455362Firm CRD# 159227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alan Donald Vogt · ST. LOUIS, MO

Registration

CRD #455362 · JAG CAPITAL MANAGEMENT LLC · 5 years registered

Brand Profile

Not yet started

Career History

JAG CAPITAL MANAGEMENT LLC

Sep 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7TO

Series 24

Series 55

Series 57TO

Series 63

Series 65

Registration record

First registered · September 3, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAG CAPITAL MANAGEMENT LLC

CRD 159227 · SEC 801-72799

AUM

$1.6B

Regulatory assets under management

Employees

1,450 client accounts

Services offered by JAG CAPITAL MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at JAG CAPITAL MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Alan Donald Vogt offer?

Alan Donald Vogt specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Alan Donald Vogt's credentials?

Alan Donald Vogt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alan Donald Vogt located?

Alan Donald Vogt is based in ST. LOUIS, Missouri, working with JAG CAPITAL MANAGEMENT LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Alan Donald Vogt charge for services?

Alan Donald Vogt's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JAG CAPITAL MANAGEMENT LLC?

JAG CAPITAL MANAGEMENT LLC has approximately 21 employees and manages $1.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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