George
Margvelashvili

Jag Capital Management LLC

CRD#7012286
Investment Advisor
in Chicago, IL

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About this Advisor

George Margvelashvili is a financial advisor based in Chicago, Illinois, working with Jag Capital Management LLC. George has previously held positions at Fisher Investments, University Of Texas At Dallas, and Jag Capital Management. George has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, George is part of Jag Capital Management LLC, which operates out of Chicago, Illinois. The firm has 4 offices and 22 employees. The firm manages assets totaling $1.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Jag Capital Management LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

The Wrigley Building 400 North Michigan Avenue, Suite 1680
Chicago, IL 60611

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Jag Capital Management LLC Brokerage Details

Total Assets Under Management

$1,551,826,359

IL Average: $11,469,110,461
Total Number of Employees

22

IL Average: 458
Total Number of Accounts

1,450

IL Average: 33,415
Average Account Size

$1,070,225

IL Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

George Margvelashvili Work History

2021 - Present (3 years)

Jag Capital Management

2018 - 2021 (3 years)

Fisher Investments

2015 - 2018 (3 years)

Fisher Investments

2013 - 2015 (2 years)

University Of Texas At Dallas

Disclosures

Please visit the SEC profile of George Margvelashvili to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Jag Capital Management LLC

George Margvelashvili
Chicago, IL
Connor Pastoor
Chicago, IL
James Sindelar
Saint Louis, MO
Matthew Walsh
Saint Louis, MO
Charles O'Rourke
Saint Louis, MO
David Patritti
Saint Louis, MO
Sandra Shotwell-Cain
Saint Louis, MO
David Kingston
Saint Louis, MO

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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