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Matthew Robert Walsh

JAG Capital Management LLC

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About Matthew Robert Walsh

Matthew Walsh is a registered Investment Advisor Representative at Jag Capital Management LLC. Matthew has been in the securities industry since July 2011. Matthew has a Series 7 and Series 66 licenses and is licensed to sell securities in the state of Missouri. Matthew also manages money for a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. His current employer, Jag Capital Management LLC, is a registered investment advisor with approximately $1.55 billion in assets under management.

Firm Information

Matthew Walsh 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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Matthew Walsh’s Registration & Firm History

MO

03/18/2013 - Present

JAG Capital Management LLC (ST. LOUIS MO)

MO

12/07/2011 - 03/04/2021

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

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Licenses & Designations

BOTH

Issued 03/08/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/06/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Robert Walsh.
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