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Matthew Sorenson

JMG Financial Group Ltd.

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About Matthew Sorenson

Matthew Sorenson is an investment advisor representative with JMG Financial Group Ltd. in Downers Grove, Illinois. Matthew has been in the securities industry for over ten years. Matthew has the Series 7, Series 66, and SIE licenses. Matthew is also a Certified Financial Planner. The firm specializes in financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Matthew Sorenson is currently registered with JMG Financial Group Ltd.. 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

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Matthew Sorenson’s Registration & Firm History

IL

01/03/2022 - Present

JMG Financial Group Ltd. (DOWNERS GROVE IL)

IL

12/23/2013 - 08/24/2016

U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)

IL

11/08/2012 - 01/02/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 12/11/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/07/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Sorenson.
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