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Melissa Ashbey Walsh

Jmg Financial Group Ltd

Downers Grove, IL

Saint Petersburg, FL

CRD 3190181

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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
FL RA APPROVED 2023-07-07
TX RA APPROVED_RES 2009-12-14
IL RA APPROVED 2001-12-11
  • FL RA
    APPROVED
    Since 2023-07-07
  • TX RA
    APPROVED_RES
    Since 2009-12-14
  • IL RA
    APPROVED
    Since 2001-12-11

Branch Locations

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

Saint Petersburg, FL • 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
Jmg Financial Group, Ltd. Downers Grove IL 12/2001 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-02-15
  • S65 Uniform Investment Adviser Law Examination
    1999-02-15
Other Names
  • Melissa Arlene Ashbey
  • Melissa Ashbey Bertram
  • Melissa Arlene Ashbey

View on SEC IAPD

Nearby Firms

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

Nearby Investors

OSCAR HERNON CANTU
Brian Christopher VanBuren
Jonathan W Jamieson

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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