Jmg Financial Group Ltd

Jmg Financial Group Ltd (CRD# 110302) is a financial advisory firm headquartered in Oak Brook, IL. They manage $1,862,819,000 in 2,531 accounts and serve the financial needs of clients across 29 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,863
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Jmg Financial Group Ltd
Showing 1 - 10 of 20 top financial advisors.
1
Anthony D. Cecchini
CRD#: 4528719
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

Anthony Cecchini (CRD# 4528719) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 16 years of experience in the finance industry. Anthony Cecchini 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.

2
William E. Dever
CRD#: 1027420
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

William Dever (CRD# 1027420) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 29 years of experience in the finance industry. William Dever 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.

3
Douglas R. Evans
CRD#: 1061336
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

Douglas Evans (CRD# 1061336) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 30 years of experience in the finance industry. Douglas Evans 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.

4
William R. German
CRD#: 4603209
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

William German (CRD# 4603209) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 13 years of experience in the finance industry. William German 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.

5
Yonhee C. Gordon
CRD#: 1657562
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

Yonhee Gordon (CRD# 1657562) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 25 years of experience in the finance industry. Yonhee Gordon 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.

6
Justin H. Lesch
CRD#: 4677517
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

Justin Lesch (CRD# 4677517) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 13 years of experience in the finance industry. Justin Lesch 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.

7
David S. Morgan
CRD#: 2748164
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

David Morgan (CRD# 2748164) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 20 years of experience in the finance industry. David Morgan 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.

8
Richard T. Pawelko
CRD#: 1766553
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

Richard Pawelko (CRD# 1766553) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 28 years of experience in the finance industry.

9
William G. Waight
CRD#: 2213651
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
96
Wealthminder
score

William Waight (CRD# 2213651) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 24 years of experience in the finance industry. William Waight 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.

10
Dennis R. Marx
CRD#: 2185581
2301 West 22nd Street, Suite 300, Oak Brook, IL 60523
93
Wealthminder
score

Dennis Marx (CRD# 2185581) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Oak Brook, IL and has over 25 years of experience in the finance industry.

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