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Norman Benedict Conley

JAG Capital Management LLC

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About Norman Benedict Conley

Norman Conley is a financial advisor with over 25 years of experience in the industry. Norman is currently registered with Jag Capital Management LLC and has been with the firm since March 2013. Before joining Jag Capital Management LLC, Norman was associated with J.A. GLYNN INVESTMENTS, LLC. for over 21 years. Norman holds a Series 7, Series 24, Series 63, and Series 65 licenses. Norman's specialties include Portfolio management for individuals, businesses, and investment companies, Financial planning, and other advisory services.

Firm Information

Norman Conley 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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Norman Conley’s Registration & Firm History

MO

01/23/2022 - Present

JAG Capital Management LLC (ST. LOUIS MO)

MO

03/18/1999 - 03/30/2021

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

NY

03/08/1995 - 03/12/1999

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/15/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/22/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/07/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Norman Benedict Conley.
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