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).

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 11 - 20 of 35 top financial advisors.
11
Yonhee C. Gordon
CRD#: 1657562
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Yonhee Gordon (CRD# 1657562) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 33 years of experience in the finance industry.

12
Matthew J. Grubb
CRD#: 4842476
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Matthew Grubb (CRD# 4842476) 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.

13
Kirk R. Hackbarth
CRD#: 1315116
250 East Wisconsin Avenue, Suite 1800, Milwaukee, WI 53202

Kirk Hackbarth (CRD# 1315116) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Milwaukee, WI and has over 39 years of experience in the finance industry.

14
John Karavouzis
CRD#: 4490355
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

John Karavouzis (CRD# 4490355) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 7 years of experience in the finance industry.

15
Justin H. Lesch
CRD#: 4677517
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Justin Lesch (CRD# 4677517) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 20 years of experience in the finance industry.

16
Brett M. Ludwig
CRD#: 7017039
Maple Grove, MN

Brett Ludwig (CRD# 7017039) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Maple Grove, MN and has 1 year of experience in the finance industry.

17
David S. Morgan
CRD#: 2748164
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

David Morgan (CRD# 2748164) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 27 years of experience in the finance industry.

18
Aaron W. Niec
CRD#: 4742245
1990 Main Street, Suite 750, Sarasota, FL 34236

Aaron Niec (CRD# 4742245) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Sarasota, FL and has over 19 years of experience in the finance industry.

19
Jason R. Ohallen
CRD#: 3141892
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Jason Ohallen (CRD# 3141892) 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.

20
Richard T. Pawelko
CRD#: 1766553
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515

Richard Pawelko (CRD# 1766553) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 36 years of experience in the finance industry.

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