J.A. Glynn & Co. (St. Louis)


J.A. Glynn & Co. is a large advisory firm based in St. Louis. It manages $948.68 million of regulatory assets for 749 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 42 other states.

J.A. Glynn & provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.A. Glynn &: assets under management

The assets under management (AUM) of J.A. Glynn & Co. is $948.68 million. The firm's AUM has gone down by -8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $943.62 million in discretionary accounts and $5.06 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $361.71 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay J.A. Glynn & Co. for their services and products based on a percentage of assets under management and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J.A. Glynn & Co.

Daniel John Jr Ferry has been acting as President since 1 Mar 1988. Charles Edward Dodson joined the executive team most recently as the Chief Compliance Officer Shareholder.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Daniel John Jr Ferry President 1 Mar 1988 75% - 100% 206899
Louis Eldon Kittle Secretary/treasurer 1 May 1988 Other 1468199
Michael Phelan Walsh Vice president 1 May 1988 Other 870673
Alan Donald Vogt Vice president 1 Jul 1990 Other 455362
Nancy Ruth Wangler Vice president 1 May 1994 Other 1453672
Norman Benedict Iii Conley Vice president 1 Jun 2001 Other 2543624
Daniel John Jr Ferry Chairman,ceo,president 1 Jul 2001 75% - 100% 206899
Norman Benedict Iii Conley Secretary 1 Mar 2005 Other 2543624
Norman Benedict Iii Conley President, chief compliance officer 1 Jul 2006 Other 2543624
Charles Edward Dodson Vp of compliance & operations, srop/crop 1 Jan 2007 Other 1744430
Deborah Wynne Mertz Chief financial officer 1 Jan 2007 Other 1725980
Norman Benedict Iii Conley President, chief executive officer 1 May 2008 Other 2543624
Charles Edward Dodson Chief compliance officer 1 May 2008 Other 1744430
Charles Edward Dodson Chief compliance officer-shareholder 1 Jun 2008 Other 1744430
Alan Donald Vogt Director fixed income trading-shareholder 1 Jun 2008 Other 455362

Based in St. Louis

The principal office where J.A. Glynn & Co. performs its advisory services is located at 9841 Clayton Road, St. Louis, MO 63124 1603, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 314-997-1277 or by fax 314-997-7307. The normal business hours are 8:00am-5:00pm on Monday - Friday.