Jason Ohallen, financial advisor Oak Brook IL
90 score

Jason Ohallen

CRD Number: 3141892
Current Firm: Jmg Financial Group Ltd

Jason Ohallen (CRD# 3141892) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has 1 year of experience in the finance industry. Jason Ohallen 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. Oak Brook, IL Nov 2010 - Current 6
Jmg Financial Group, Ltd. Oak Brook, IL Nov 2008 - Nov 2010 2
Jmg Financial Group, Ltd. Oak Brook, IL Aug 2003 - Nov 2008 5

Jason Ohallen has no recent exams reported.
Contact Info for Jason R. Ohallen
Phone Number: 630-571-5252
Firm Website: http://jmgfinancial.com
Registered State(s):
  • IL
  • TX
By the Numbers
  • Total Assets Under Management
    1,863
    MILLIONS
  • Total Number of Accounts
    2,531
    ACCOUNTS
  • Average Account Value
    $736,001
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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