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Matthew Sorenson

Jmg Financial Group Ltd

Downers Grove, IL

CRD 6122393

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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:

Current Employers
Jmg Financial Group Ltd

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-01-03
  • IL RA
    APPROVED
    Since 2022-01-03

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
Urban Financial Advisory Corporation Chicago IL 08/2016 01/2018
Sorenson & Company Llc Chicago IL 01/2018 11/2021
Jmg Financial Group, Ltd. Downers Grove IL 11/2021 08/2022
Jmg Financial Group, Ltd. Downers Grove IL 09/2022 Present
  • 08/2016 → 01/2018
    Urban Financial Advisory Corporation
    Chicago, IL
  • 01/2018 → 11/2021
    Sorenson & Company Llc
    Chicago, IL
  • 11/2021 → 08/2022
    Jmg Financial Group, Ltd.
    Downers Grove, IL
  • 09/2022 → Present
    Jmg Financial Group, Ltd.
    Downers Grove, IL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-12-11
  • S66 Uniform Combined State Law Examination
    2012-12-11
Designations
  • Certified Financial Planner
Other Names
  • Matthew Daniel Sorenson

View on SEC IAPD

Nearby Firms

ARBOR FINANCIAL SERVICES, LLC
CAPSTONE FINANCIAL ADVISORS INC
FELDMAN, INGARDONA & CO

Nearby Investors

OSCAR HERNON CANTU
MELISSA ASHBEY WALSH
Brian Christopher VanBuren

Nearby Offices

ARBOR FINANCIAL SERVICES, LLC · DOWNERS GROVE, IL
CAPSTONE FINANCIAL ADVISORS INC · DOWNERS GROVE, IL
FELDMAN, INGARDONA & CO · DOWNERS GROVE, IL

More in Downers Grove, IL

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