Visionary Wealth Advisors
47yrs
Top advisor for experience at Visionary Wealth Advisors
47yrs
Michael Phelan Walsh
Financial advisor at JAG Capital Management
At a glance
Experience47 years (since 1979)
How that compares ?Top advisor for experience at JAG Capital Management
Office1610 DES Peres RD STE 120, St, Louis, MO 63131
How the firm is paid ?Percent of assets, Flat fee
States licensed ?2 states
Services through JAG Capital Management
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2013 – nowJAG Capital Management LLCCurrent firm
- 1997 – 2013J.a. Glynn Investments, Llc.Previously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
About Michael
How do I contact Michael?
Call JAG Capital Management at 314-997-1277 and ask for Michael Phelan Walsh. Michael works from the St, Louis, MO office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1979, about 47 years. Top advisor for experience at JAG Capital Management.
What licenses does Michael hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
JAG Capital Management reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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