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).
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Total Assets Under Management5,416MILLION
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Total Number of Accounts5,079ACCOUNTS
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Average Account Value$1,066,323
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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
Michelle Rozsypal (CRD# 4699135) 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.
Brian Vanburen (CRD# 6729530) 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.
Marcus Velasco (CRD# 2178936) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Milwaukee, WI and has over 32 years of experience in the finance industry.
William Waight (CRD# 2213651) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 31 years of experience in the finance industry.
Melissa Walsh (CRD# 3190181) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 25 years of experience in the finance industry.
Eric Berkowitz (CRD# 7284544) 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.
Chloe Fakhouri (CRD# 6873064) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 3 years of experience in the finance industry.
Stephen Gaul (CRD# 7858960) 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.
Joshua Kowalczyk (CRD# 6303054) 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.
Tony Kozaili (CRD# 7172765) is an Investment Advisor Representative working at Jmg Financial Group Ltd in Downers Grove, IL and has over 4 years of experience in the finance industry.