This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

JAG CAPITAL MANAGEMENT LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

Exams

S63|S65

First exam

Jul 7, 2017

First registration

Aug 12, 2019

Dual registered

no

Other names

CHARLES OROURKE|CHARLES O'ROURKE

IAPD individual key

6765411

• Occurred

  Jul 6, 2023
  Advisor changed firm

  Charles Seno O'Rourke left Moneta Group Investment Advisors, Llc for Jag Capital Management Llc (registered 2023-07-10)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e211f799-0fce-0894-c68f-9b6a7bca1d6b

First observed

Aug 12, 2019

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.