Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Morgan is a registered investment advisor representative at JMG Financial Group Ltd. David has been in the industry since July 1996 and is a Certified Financial Planner. David holds a Series 65 license and is currently registered in Florida, Illinois and Texas. JMG Financial Group Ltd. is headquartered in Downers Grove, Illinois and specializes in providing financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets
1
2
IL
01/19/2010 - Present
JMG Financial Group Ltd. (Downers Grove IL)
IA
Issued 05/10/1996
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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