linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Yonhee Choi Gordon

JMG Financial Group Ltd.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Yonhee? Claim Your Profile

About Yonhee Choi Gordon

Yonhee Gordon is a financial advisor at JMG Financial Group Ltd. and has been in the industry since 1986. Yonhee is registered in Illinois and holds Series 7 and Series 63 licenses. Yonhee also has a Certified Financial Planner designation. JMG Financial Group Ltd. has a total of 5415853000 in regulatory assets under management. Yonhee has experience working with individuals, high net worth individuals, charitable organizations, and pension and profit sharing plans. Yonhee's clients can expect to receive financial planning, selection of other advisors, and portfolio management services.

Firm Information

Yonhee Gordon 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

A percentage of assets

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Yonhee Gordon’s Registration & Firm History

IL

02/21/1998 - Present

JMG Financial Group Ltd. (Downers Grove IL)

IL

01/04/1988 - 12/31/1996

DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)

NA

10/20/1987 - 12/30/1987

JMG FINANCIAL SERVICES, LTD.

Not sure if Yonhee Choi Gordon is right for you?

Licenses & Designations

BC

Issued 02/08/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Yonhee Choi Gordon.
Not sure if Yonhee Choi Gordon is right for you?