Meggan Marie Carroll

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

• 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

• 2013-09-19 → 2021-01-20
  Mps-Loria Financial Planners,Llc
  Burr Ridge, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-09-19
• S63 Uniform Securities Agent State Law Examination
  2013-03-07

Designations

• Certified Financial Planner