Robert Michael Berger
Investment adviser representative at Jag Capital Management LLC
26 yearsExperience
1 stateRegistered in
$1.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Jag Capital Management LLCMay 2013 to now
- J.A. Glynn & Co.Oct 2000 to Mar 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
Jag Capital Management LLC
$1.9BAssets managed
1,068Clients
14Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4329780
- Firm CRD
- 159227