Jonathan W Jamieson

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

• 10/2020 → Present
  Jmg Financial Group Ltd.
  Downers Grove, IL
• 02/2015 → 08/2017
  Rj O'BRien & Associates
  Chicago, IL
• 08/2017 → 10/2020
  Spotlight Asset Management
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-02

Other Names

• Jonathan Woodworth Jamieson