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George Margvelashvili

Investment adviser representative at Jag Capital Management LLC
11 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

11 years in the industry.

  1. Jag Capital Management LLCOct 2021 to now
  2. Fisher InvestmentsFeb 2018 to Oct 2021
  3. Fisher InvestmentsAug 2015 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2018

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
7012286
Firm CRD
159227
Advisor's SEC record (opens in a new tab)
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