Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Glenn Dohner is a financial advisor at JMG Financial Group Ltd. Jeffrey has been in the industry since June 2012. Jeffrey is a Chartered Financial Analyst and is registered with the state of Illinois. Jeffrey specializes in retirement planning, college savings, estate planning, and insurance. Jeffrey has been a financial advisor at JMG Financial Group Ltd. since January 2019. JMG Financial Group Ltd. is a financial advisor with 5079 accounts and over $5.4 billion in assets under management. JMG Financial Group Ltd. primarily serves high-net-worth individuals, as well as individuals other than high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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
04/19/2010 - Present
JMG Financial Group Ltd. (Downers Grove IL)
Active
Inactive
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