Unclaimed
James Gregory Sindelar is a financial advisor with JAG Capital Management LLC. James has been in the financial services industry since June 2010. James is registered with the state of Missouri as an Investment Advisor Representative. James was previously with J.A. Glynn Investments, LLC. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
1
2
MO
03/18/2013 - Present
JAG Capital Management LLC (ST. LOUIS MO)
MO
06/14/2012 - 03/03/2021
J.A. GLYNN INVESTMENTS, LLC. (ST. LOUIS MO)
MO
06/11/2010 - 06/12/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LADUE MO)
BOTH
Issued 08/06/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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