Christy Elaine Pedersen

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

• 09/2014 → 03/2021
  Whitnell & Co.
  Oak Brook, IL
• 03/2021 → 06/2024
  Rockefeller & Co
  Oak Brook, IL
• 08/2024 → Present
  Jmg Financial Group, Ltd.
  Downers Grove, IL

Previous Registrations

• 2021-03-01 → 2024-07-01
  Rockefeller Financial Llc
  Saratoga Springs, NY
  Oak Brook, IL
  Chicago, IL
  Oak Brook, IL
• 2014-09-25 → 2021-03-16
  Whitnell & Co
  Oak Brook, IL
• 2013-07-31 → 2014-08-06
  Tiaa-Cref Individual & Institutional Services, Llc
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-04-25
• S66 Uniform Combined State Law Examination
  2013-07-30

Designations

• Certified Financial Planner
• Chartered Financial Analyst