Investment adviser representative · Jag Capital Management LLC
Charles S. O'Rourke
CRD 6765411 · St. Louis, MO
At a glance
Charles S. O'Rourke is an investment adviser representative with Jag Capital Management LLC in St. Louis, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2019, about 7 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Jag Capital Management LLCSince July 2023St. Louis, MO · $1.9B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.