John White, financial advisor Downers Grove IL

John White

CRD Number: 2624626
Current Firm: Jmg Financial Group Ltd

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. John White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Jmg Financial Group, Ltd. Downers Grove, IL Apr 2020 - Current < 1
None Chicago, IL Apr 2019 - Mar 2020 < 1
Nuveen Investments, LLC Chicago, IL May 1995 - Mar 2019 23

John White has no recent exams reported.
Contact Info for John S. White
Phone Number: 630-571-5252
Firm Website: http://jmgfinancial.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    3,327
    MILLIONS
  • Total Number of Accounts
    3,202
    ACCOUNTS
  • Average Account Value
    $1,039,170
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

AZ, CA, CT, DC, FL, GA, IA, IL, IN, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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