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David Joseph Patritti

JAG Capital Management LLC

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About David Joseph Patritti

David Patritti is an investment advisor representative at JAG Capital Management LLC. He holds a Series 7 and Series 63 license and has been in the industry since 1994. David has experience in financial planning, portfolio management for individuals, businesses, and investment companies. He is also a registered investment advisor in Missouri and Texas. Prior to joining JAG Capital Management LLC, David worked at J.A. Glynn Investments LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

David Patritti 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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David Patritti’s Registration & Firm History

MO

01/09/2025 - Present

JAG Capital Management LLC (ST. LOUIS MO)

MO

12/19/2008 - 03/03/2021

J.A. GLYNN INVESTMENTS, LLC. (ST LOUIS MO)

MO

03/08/1994 - 12/10/2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)

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Licenses & Designations

BC

Issued 03/14/1994

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/20/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for David Joseph Patritti. Review regulatory record here.
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