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George Margvelashvili

JAG Capital Management LLC

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About George Margvelashvili

George Margvelashvili is an investment advisor representative with Jag Capital Management LLC, an investment advisor firm located in St. Louis, Missouri. George is licensed to provide investment advice in Illinois and has been in the industry since August 2015. George has a Series 65 license and has a background in finance, working previously for Fisher Investments and the University of Texas at Dallas. George also plays chess competitively and devotes 1 to 5 hours a month to this activity. George specializes in financial planning, portfolio management for individuals, businesses, and investment companies.

Firm Information

George Margvelashvili 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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George Margvelashvili’s Registration & Firm History

MO

10/26/2021 - Present

JAG Capital Management LLC (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 09/25/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Margvelashvili.
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