Jaclyn Marie Garcia

Employer firm

Jmg Financial Group Ltd CRD 110302

$7.50B regulatory AUM 139 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 10/2017
  Jmg Financial Group, Ltd.
  Downers Grove, IL
• 10/2017 → Present
  Jmg Financial Group, Ltd.
  Downers Grove, IL

Other Businesses

THE NAME OF THE BUSINESS IS GLASS PUMPKIN VINEYARD, LLC. THE BUSINESS IN NOT INVESTMENT-RELATED. THE ADDRESS OF THE BUSINESS IS 23371 MULHOLLAND DRIVE, SUITE 417, WOODLAND HILLS, CA 91364. THE LLC OWNS AND MANAGES A VINEYARD. I AM A MANAGER OF THE LLC. THE START DATE OF MY RELATIONSHIP WITH THE OTHER BUSINESS WAS 3/7/2021. I DEVOTE 1-2 HOURS PER YEAR TO THE OTHER BUSINESS, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS.

Designations

• Certified Financial Planner

Other Names

• Jaclyn Garcia