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David William Kingston

JAG Capital Management LLC

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About David William Kingston

David William Kingston is an Investment Advisor Representative at JAG Capital Management LLC. David has been in the industry since 2000. David is also registered as an Investment Advisor Representative in Missouri. David has experience providing financial planning and portfolio management services to individuals, businesses and investment companies. David has a Series 65, Series 63, Series 7, Series 55, Series 57 and SIE license. David was previously employed with J.A. GLYNN INVESTMENTS, LLC.

Firm Information

David Kingston 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 Kingston’s Registration & Firm History

MO

10/28/2021 - Present

JAG Capital Management LLC (ST. LOUIS MO)

MO

03/23/2004 - 03/03/2021

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

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Licenses & Designations

IA

Issued 02/25/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/20/2024

Series 57TO - Securities Trader Exam

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2005

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David William Kingston.
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