linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Robert Michael Berger

JAG Capital Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Robert? Claim Your Profile

About Robert Michael Berger

Robert Michael Berger is a financial advisor with over 20 years of experience in the industry. Robert has a Series 63, Series 65 and Series 7 license. Robert currently works for JAG Capital Management LLC, and is a Registered Investment Advisor (RIA) with the state of Missouri. Robert has previously worked for J.A. GLYNN INVESTMENTS, LLC. Robert provides financial planning, portfolio management, and related services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Robert's expertise is in the areas of portfolio management, investment management, and financial planning.

Firm Information

Robert Berger 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Robert Berger’s Registration & Firm History

MO

09/20/2021 - Present

JAG Capital Management LLC (ST. LOUIS MO)

MO

04/26/2004 - 03/03/2021

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

Not sure if Robert Michael Berger is right for you?

Licenses & Designations

IA

Issued 09/20/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Robert Michael Berger.
Not sure if Robert Michael Berger is right for you?