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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
Branch Locations
6401 Eldorado Parkway Suite 300, Mckinney, TX 75070 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Massmutual | Addison | TX | 12/2003 | 10/2021 |
| Mml Investor Service Inc. | Addison | TX | 01/2004 | 10/2021 |
| Lincoln Financial Securities | Mckinney | TX | 10/2021 | 01/2025 |
| Osaic Wealth, Inc. | Mckinney | TX | 01/2025 | Present |
JMG WEALTH MANAGEMENT, 6401 ELDORADO PKWY #226, MCKINNEY TX CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: OWNER/AGENT DUTIES: OFFERS DISABILITY INSURANCE, INDEXED ANNUITIES, FIXED ANNUITIES, TRADITIONAL LIFE INSURANCE START DATE: 01/2000 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160 UPDATE FORM BR: YES WEBSITE: WWW.JMGWEALTHMANAGEMENT.COM
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-23 |
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