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Charles Seno O'Rourke

JAG Capital Management LLC

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About Charles Seno O'Rourke

Charles O'Rourke is a registered investment advisor representative with Jag Capital Management LLC in St. Louis, MO. Charles has been in the industry since May 2017 and has experience working with a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pension plans, and insurance companies. Charles is a Chartered Financial Analyst and holds the Series 7, Series 63, Series 52, and Series 65 licenses. Prior to joining Jag Capital Management LLC, Charles worked at Wells Fargo Clearing Services, LLC. Charles specializes in financial planning and portfolio management.

Firm Information

Charles O'Rourke is currently registered with JAG Capital Management LLC. JAG Capital Management LLC is an investment advisor headquartered in ST. LOUIS, MO. They manage $1,551,826,359 in assets for various clients, including high-net-worth individuals, corporations, charitable organizations, insurance companies, and pension plans. The firm offers a range of services including portfolio management, financial planning, and wrap fee programs.
JAG Capital Management LLC

1610 DES PERES RD

ST. LOUIS, MO 63131

$1.55B

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Charles O'Rourke’s Registration & Firm History

MO

07/10/2023 - Present

JAG Capital Management LLC (ST. LOUIS MO)

MO

05/25/2017 - 07/12/2019

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/12/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/07/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/23/2017

Series 52 - Municipal Securities Representative Examination

BC

Issued 05/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Charles Seno O'Rourke.
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