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William Robert German

JMG Financial Group Ltd.

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About William Robert German

William Robert German is a financial advisor with JMG Financial Group Ltd., a registered investment advisor. William has been in the industry since 2002. William is a Certified Financial Planner. William has Series 6 and Series 63 licenses. William works in Downers Grove, IL. William specializes in retirement planning, college savings, and insurance planning. William also has experience in estate planning. William's firm manages over $5 billion in assets.

Firm Information

William German 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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William German’s Registration & Firm History

IL

11/17/2016 - Present

JMG Financial Group Ltd. (Downers Grove IL)

GA

12/11/2002 - 09/09/2003

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

BC

Issued 12/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Robert German.
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