AdFi
CS

Charles Seno O'Rourke

Investment Adviser Representative at JAG Capital Management LLC

St. Louis, MOCRD #6765411Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
9 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Charles Seno O'Rourke is an investment adviser representative with JAG Capital Management LLC in St. Louis, MO, where they have been registered since 2023. They have worked in the securities industry since 2017 and were previously registered with Moneta Group Investment Advisors, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Missouri.

Office

1610 Des Peres Rd, Ste 120
St. Louis, MO 63131

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Missouri

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 8/12/2019
Series 63
Uniform Securities Agent State Law Examination
Passed 7/7/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 52
Municipal Securities Representative Examination
Passed 8/23/2017
Series 7
General Securities Representative Examination
Passed 5/25/2017

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

JAG Capital Management LLCCurrent
7/10/2023 – St. Louis, MO
Moneta Group Investment Advisors, LLC
8/12/2019 – 7/6/2023St. Louis, MO

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Wells Fargo Clearing Services LLC
    Mar 2017 – Jun 2019St Louis, MO
  2. Hogan Truck Leasing, Inc.
    Jan 2016 – Mar 2017Saint Louis, MO
  3. Moneta Group Investment Advisors, LLC
    Jun 2019 – Jun 2023Clayton, MO
  4. JAG Capital Management LLC
    Jul 2023 – no end date reportedSt. Louis, MO

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About JAG Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Estimated blended rate
0.01

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporationsOther

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
13
Offices listed on AdvisorFinder:
1
Main office:
St. Louis, MO
SEC file number:
801-72799

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 21, 2026

View full firm profile

Other advisors at JAG Capital Management LLC

12 other advisors in the directory

View JAG Capital Management LLC firm profile

Similar advisors in St. Louis, MO

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Charles Seno O'Rourke has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched