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Deborah Wynne Mertz

JAG CAPITAL MANAGEMENT LLC·ST. LOUIS, Missouri
SIE, Series 27, Series 63, Series 99TOClean recordJAG CAPITAL MANAGEMENT LLC
1610 DES PERES RD, ST. LOUIS, MO 63131CRD# 1725980Firm CRD# 159227

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Wynne Mertz · ST. LOUIS, MO
Registration
CRD #1725980 · JAG CAPITAL MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 63
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
JAG CAPITAL MANAGEMENT LLC
CRD 159227 · SEC 801-72799
AUM
$1.6B
Regulatory assets under management
Employees
21
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 Deborah Wynne Mertz offer?
Deborah Wynne Mertz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Deborah Wynne Mertz's credentials?
Deborah Wynne Mertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Wynne Mertz located?
Deborah Wynne Mertz 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 Deborah Wynne Mertz charge for services?
Deborah Wynne Mertz'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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Other Advisors at JAG CAPITAL MANAGEMENT LLC

Alan Donald Vogt
ST. LOUIS, MO
Norman Benedict Conley
ST. LOUIS, MO
Daniel John Ferry
ST. LOUIS, MO
Roberta Jolene Maue
ST. LOUIS, MO

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Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Missouri
KANSAS CITY (148)CLAYTON (77)CHESTERFIELD (69)SAINT LOUIS (65)SPRINGFIELD (36)MANCHESTER (20)COLUMBIA (18)ST. PETERS (16)JEFFERSON CITY (10)LEE'S SUMMIT (10)
City Guides
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Research
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