Jmg Financial Group Ltd
Downers Grove, IL·SEC-registered · CRD #110302
Jmg Financial Group Ltd is an SEC-registered investment advisory firm in Downers Grove, IL managing $7.5B across 7.9k client accounts, with 66 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$7.5B
Client accounts
7.9k
Advisory staff
66
Fee model
Fee-based
How Jmg Financial Group Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Jmg Financial Group Ltd
How much does Jmg Financial Group Ltd manage?
Per its most recent SEC Form ADV filing (03/23/2026), Jmg Financial Group Ltd reports $7.5B in regulatory assets under management across roughly 7.9k client accounts.
How does Jmg Financial Group Ltd charge?
Jmg Financial Group Ltd is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Jmg Financial Group Ltd a fiduciary?
Yes. Jmg Financial Group Ltd is registered with the U.S. Securities and Exchange Commission (CRD #110302), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Jmg Financial Group Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Jmg Financial Group Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Downers Grove, IL
Profile compiled from Jmg Financial Group Ltd's public SEC Form ADV filing (CRD #110302, filed 03/23/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Jmg Financial Group Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Jmg Financial Group Ltd? Claim this profile.