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Jmg Financial Group Ltd CRD 110302
$7.50B regulatory AUM 139 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-01-14 |
Branch Locations
2001 Butterfield Road, Suite 1400, Downers Grove, IL 60515 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | South Barrington | IL | 06/1999 | 09/2019 |
| Charles Schwab Bank | South Barrington | IL | 02/2005 | 09/2019 |
| Jmg Financial Group, Ltd. | Downers Grove | IL | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-14 |
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