Privacy Policy

JAG Capital Management, LLC (JAGCM) is committed to maintaining the confidentiality, integrity and security of your personal and financial data. We consider this information to be privileged and held in confidence between you and JAGCM.  JAGCM collects nonpublic personal information about you from the following sources:

  • Information we receive from you on applications or other forms;
  • Information about your transactions with us or with others; and
  • Information we receive from a consumer reporting agency

It is our policy not to disclose any nonpublic information about you to anyone, except as permitted by law, to service your accounts. We also adhere to this policy for all of our closed and inactive accounts.

With the aging of the US population, financial exploitation of seniors is a serious and growing problem. Regulators strongly encourage you to provide us with a “trusted contact”, someone that you authorize us reach out to in the event we ever suspect you are the victim of exploitation. We could also reach out to this trusted person if we suspect you may be suffering from dementia or other forms of diminished capacity. If you have not already provided us with a trusted contact, please contact us for discussion in this regard.

JAGCM restricts access to your personal and account information to those employees and authorized agents who need to know that information to provide products or services to you. We maintain physical, electronic, and procedural safeguards to guard your nonpublic information. The firm employs reasonable measures to protect against unauthorized access or use of your information in connection with the disposal of any reports containing said information. The firm maintains data backups offsite.

(06/10/21)

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