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JMG Financial Group Ltd.

Headquartered in DOWNERS GROVE, IL

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Firm Information

JMG Financial Group Ltd. is an investment advisor headquartered in DOWNERS GROVE, IL. The firm has 37 investment advisor representatives and 63 investment advisory functions. They manage approximately $5.4 billion in client assets, primarily for high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. The firm offers financial planning, pension consulting, portfolio management for individuals, and selection of other advisors. They do not have a wrap fee program. They are registered with the SEC and have a SEC number of 801-23526.

JMG Financial Group Ltd.

2001 BUTTERFIELD ROAD, SUITE 1400

DOWNERS GROVE, IL 60515

$5.42B

Assets Under Management

147

Total Clients

39

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets

Branch Locations (8)

JMG FINANCIAL GROUP LTD. has a total of 8 branch locations across the country.
location

DOWNERS GROVE, IL

location

BLOOMINGTON, MN

location

Saint Petersburg, FL

location

SARASOTA, FL

location

CLEARWATER, FL

location

Fernandina Beach, FL

location

MILWAUKEE, WI

location

NAPLES, FL

Advisors at JMG Financial Group Ltd.

View All 39 Advisors
Unclaimed
Joshua Martin Kowalczyk

CFP®, RA

DOWNERS GROVE, IL

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Unclaimed
William Douglas Alexander

CFP®, RA

DOWNERS GROVE, IL

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Unclaimed
Brian Christopher Vanburen

CFP®, RA

DOWNERS GROVE, IL

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Unclaimed
Melissa Ashbey Walsh

RA

Downers Grove, IL

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Unclaimed
Kirk Robert Hackbarth

CFP®, PFS®, RA

MILWAUKEE, WI

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Unclaimed
Jeffrey Glenn Dohner

CFA®, RA

Downers Grove, IL

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Unclaimed
Eric Seth Berkowitz

CFP®, RA

DOWNERS GROVE, IL

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Unclaimed
John S White

CFP®, CFA®, RA

DOWNERS GROVE, IL

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Disclosures

There are no public disclosures for JMG Financial Group Ltd..

Frequently Asked Questions (6)

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