Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Donald Vogt is a registered investment advisor representative with Jag Capital Management LLC. Alan has been in the industry since 1973 and has a wide range of experience. Alan holds both Series 63 and Series 65 licenses. Alan also has experience with J.A. Glynn Investments, LLC. and The Heitner Corporation. Alan specializes in portfolio management for individuals, businesses, and investment companies. Alan is committed to providing clients with personalized financial advice and guidance.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MO
09/03/2020 - Present
JAG Capital Management LLC (ST. LOUIS MO)
MO
08/01/1990 - 03/03/2021
J.A. GLYNN INVESTMENTS, LLC. (SAINT LOUIS MO)
NA
05/17/1985 - 07/18/1990
THE HEITNER CORPORATION
NA
08/03/1973 - 05/02/1985
STIFEL, NICOLAUS & COMPANY, INCORPORATED
IA
Issued 09/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1979
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/28/1973
Series 1 - Registered Representative Examination
Active
Inactive
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