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JMG FINANCIAL GROUP LTD
CRD 110302 · SEC 801-23526
2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL, 60515, United States
Phone
630-571-5252
Fax
630-571-3821
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.50B
Discretionary AUM
$7.17B
Team
103 total employees; 66 advisory reps; 139 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $214.1M |
| High net worth individuals | 1403 | $7.27B |
| Pension/profit sharing plans | 8 | $1.2M |
| Charitable organizations | 2 | $4.9M |
| Corporations/business entities | 3 | $9.3M |
States served
AZ, CA, CO, DC, GA, ID, IL, IN, IA, KS, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, RI, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD