JMG Financial Group, based in Downers Grove, Illinois, is ranked No. 37 on this year’s CNBC Financial Advisor 100 list. The firm serves a wide variety of clients who have a breadth of planning needs across multiple generations.
Assets Under Management: $6.3 billion
Accounts Under Management: 5,763
Years in Business: 40
Physical offices in Florida, Illinois, Minnesota and Wisconsin$1 million minimum asset threshold with exceptions
Leadership and Contact Information:
Adam Boyer, chief operations officer and chief commercial officer
Kate Kammes, chief talent officer
Dan Jurgovan, chief technology officer
jmgfinancial.com
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515
(630) 573-6917