Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Dever is a financial advisor with JMG Financial Group Ltd. William has been in the industry since 1982 and holds the Series 7, 6, and 22 securities licenses, as well as the Series 63 state license. William also holds the Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) designations. Previously, William worked at DREHER & ASSOCIATES, INC., JMG FINANCIAL SERVICES, LTD., and SMA EQUITIES, INC. William is currently registered in Florida and Illinois. JMG Financial Group Ltd. is a firm that offers financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. The firm manages over $5 billion in assets. William is located in Downers Grove, Illinois.
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
02/21/1998 - Present
JMG Financial Group Ltd. (Downers Grove IL)
IL
11/29/1986 - 12/31/1996
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
10/22/1986 - 12/30/1987
JMG FINANCIAL SERVICES, LTD.
NA
01/27/1982 - 02/17/1987
SMA EQUITIES, INC.
BC
Issued 01/19/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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