Jmg Financial Group Ltd

Jmg Financial Group Ltd (CRD# 110302) is a financial advisory firm headquartered in Downers Grove, IL. They manage $5,415,853,000 in 5,079 accounts and serve the financial needs of clients across 37 states (or territories).

Current Firm Details
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
https://www.linkedin.com/company/452192
By the Numbers
  • Total Assets Under Management
    5,416
    MILLION
  • Total Number of Accounts
    5,079
    ACCOUNTS
  • Average Account Value
    $1,066,323
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI, WY

Financial Advisors at Jmg Financial Group Ltd
Showing 31 - 35 of 35 top financial advisors.
31
Robert Lively, financial advisor Downers Grove IL
Robert W. Lively
CRD#: 7671560
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Robert Lively (CRD# 7671560) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has 1 year of experience in the finance industry.

32
Ryan Sherman, financial advisor Downers Grove IL
Ryan S. Sherman
CRD#: 5835443
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Ryan Sherman (CRD# 5835443) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has 1 year of experience in the finance industry.

33
Timothy Stringer, financial advisor Downers Grove IL
Timothy R. Stringer
CRD#: 7091373
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Timothy Stringer (CRD# 7091373) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has 1 year of experience in the finance industry.

34
Bridget Trainor, financial advisor Downers Grove IL
Bridget M. Trainor
CRD#: 6774581
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Bridget Trainor (CRD# 6774581) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has 1 year of experience in the finance industry.

35
John White, financial advisor Downers Grove IL
John S. White
CRD#: 2624626
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

John White (CRD# 2624626) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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