JMG Financial Group

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Trust Score 98%
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JMG Financial Group, federally registered in 1985, is a Registered Investment Advisor (RIA) in 29 state(s) with a licensed staff of 25 advisors. JMG Financial Group manages $2.7 billion and provides investment advisory services for 858 clients (1:35 advisor/client ratio). This firm does not have a disciplinary history.

Last updated: October 16th, 2019. Data source: SEC filings.

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Firm Information


Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Top Advisor David Sean Morgan
Avg Advisor Trust Score 97
Avg Advisor Years Registered 12
Minimum Investment $1,000,000
Average Client Balance $3,117,664
Total AUM $2.7 billion
Advisor / Client Ratio 1:35
Headquarters Downers Grove, IL
SEC Filings Forms and Brochures    (CRD # 110302)
State(s) Registered AZ, CA, CT, DC, FL, GA, IL, IN, IA, LA, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NY, NC, OH, OR, PA, SC, TN, TX, VA, WA, WI


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