Best Investors Account Sign in
Inactive

Meggan Marie Carroll

Jmg Financial Group Ltd

Downers Grove, IL

Claim This Profile
Current Employers
Jmg Financial Group Ltd

2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-02-19
  • IL RA
    APPROVED
    Since 2021-02-19

Branch Locations

2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Loria Financial Group Llc Burr Ridge IL 08/2013 01/2021
Mps Loria Financial Planners, Llc Burr Ridge IL 09/2013 01/2021
Jmg Financial Group, Ltd. Downers Grove IL 02/2021 08/2022
Jmg Financial Group, Ltd. Downers Grove IL 09/2022 Present
  • 08/2013 → 01/2021
    Loria Financial Group Llc
    Burr Ridge, IL
  • 09/2013 → 01/2021
    Mps Loria Financial Planners, Llc
    Burr Ridge, IL
  • 02/2021 → 08/2022
    Jmg Financial Group, Ltd.
    Downers Grove, IL
  • 09/2022 → Present
    Jmg Financial Group, Ltd.
    Downers Grove, IL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-09-19
S63 Uniform Securities Agent State Law Examination 2013-03-07
  • S65 Uniform Investment Adviser Law Examination
    2013-09-19
  • S63 Uniform Securities Agent State Law Examination
    2013-03-07
Designations

View on SEC IAPD

Other Firms

ARBOR FINANCIAL SERVICES, LLC
CAPSTONE FINANCIAL ADVISORS INC
FELDMAN, INGARDONA & CO
CLEMENT STREET CAPITAL LLC
EAGLE STRATEGIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
EDWARD JONES
APOLLON FINANCIAL, LLC

Other Investors

OSCAR HERNON CANTU
MELISSA ASHBEY WALSH
Brian Christopher VanBuren
Jonathan W Jamieson
Chloe Fakhouri
Erik Jonathan Faust
Michael Thomas Bellah
Kevin J Ryan

Other Offices

ARBOR FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
CAPSTONE FINANCIAL ADVISORS INC · DOWNERS GROVE, IL
FELDMAN, INGARDONA & CO · DOWNERS GROVE, IL
CLEMENT STREET CAPITAL LLC · DOWNERS GROVE, IL
EAGLE STRATEGIES LLC · DOWNERS GROVE, IL
AMERIPRISE FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
EDWARD JONES · DOWNERS GROVE, IL
APOLLON FINANCIAL, LLC · Downers Grove, IL

More in Downers Grove, IL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor