George Margvelashvili

JAG CAPITAL MANAGEMENT LLC

Chicago, IL

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CRD#: 7012286

Professional summary

George Margvelashvili is a registered financial advisor currently at JAG CAPITAL MANAGEMENT LLC located in Chicago, Illinois.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. George has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

| Name of the other business: CHESS TOURNAMENT INVITATIONALS (VARIOUS) | Investment-related? NO | Address of the other business: N/A (VARIOUS) | Nature of the other business: CHESS TOURNAMENT | Position, title, or relationship with the other business: CHESS PLAYER | Start date of your relationship: 01/01/2008 | Approximate number of hours/month you devote to the other business: 1-5 | Number of hours you devote to the other business during securities trading hours: 0 | Duties relating to the other business: PLAYING CHESS FOR VARIOUS TEAMS/ TOURNAMENTS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Margvelashvili's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 26, 2021 - Present

JAG CAPITAL MANAGEMENT LLC

RIA

CRD#: 159227

Chicago, IL

Past

September 26, 2018 - October 5, 2021

FISHER INVESTMENTS

RIA

CRD#: 107342

CAMAS, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

JAG CAPITAL MANAGEMENT LLC

JA GLYNN PRIVATE WEALTH | JAG CAPITAL MANAGEMENT LLC

CRD#: 159227 / SEC#: 801-72799

RIA

Registered Investment Advisory firm - (10/26/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(10/26/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/25/2018

Uniform Investment Adviser Law Examination

Current Firm

JAG CAPITAL MANAGEMENT LLC

JA GLYNN PRIVATE WEALTH | JAG CAPITAL MANAGEMENT LLC

CRD#: 159227 / SEC#: 801-72799

RIA

Registered Investment Advisory firm - (10/26/2011 Approved)

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Contact information

Main Address

1610 Des Peres Rd Ste 120, St. Louis, MO 63131

Mailing Address

Phone number

(314) 997-1277

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (37 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JAG CAPITAL MANAGEMENT LLC FORM ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1,530
AUM (Assets Under Management)	$ 1,695,603,314

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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George Margvelashvili

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Margvelashvili's CRS (Customer Relationship Summary).

Certified licenses

Experience

JAG CAPITAL MANAGEMENT LLC

FISHER INVESTMENTS

Primary Firm SEC Registration

JAG CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/25/2018

Current Firm

JAG CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (37 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

JAG CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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