JMG Financial Group
Finance · Illinois, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
2001 Butterfield Rd Ste 1400, Downers Gr...Phone Number
(630) 571-5252Website
www.jmgfinancial.comRevenue
$7.2 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
3
2
2
2
2
2
About JMG Financial Group
JMG Financial Group is an independent, fee-only wealth management firm that has been providing customized solutions for high net worth individuals and families since 1984. The firm offers a range of services including wealth management, investment management, and tax planning, serving clients nationwide. Known for its highly credentialed team and 24/7 direct advisor access, JMG emphasizes a commitment to excellence in client services and business management. The firm has received recognition for its outstanding performance, including the Schwab Advisor Services 2018 Best-in-Business IMPACT Award.Explore more
JMG Financial Group Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is JMG Financial Group your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
JMG Financial Group, which may be a good buyer, showed buying intent in Masked Content Topic
Click to see if JMG Financial Group had a recent Job posting/layoffs
Check out if JMG Financial Group is spiking on competitors!
Earning: See what the market has to say on JMG Financial Group recently announced quarterly report
Check if JMG Financial Group has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at JMG Financial Group
Funding: Get notified immidiatlly once JMG Financial Group has new funding data
Product Launch: Get notified when JMG Financial Group launches new products
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to JMG Financial Group
Compare insights from companies similar to JMG Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
JMG Financial Group
$7.2M
51-200
Private
-
1984
AB
Adam BoyerChief Operating Officer & Chief Compliance Officer
Company Profile Activity
Activity Insights
JMG Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
JMG Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about JMG Financial Group.
JMG Financial Group Tech Stack
A closer look at the technologies used by JMG Financial Group
Most Recent Scoops
Hiring Plans
JMG Financial Group has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Orion, and Wolters Kluwer CCH.
Hiring Plans
Hiring Plans
JMG Financial Group has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Orion. Areas of expertise include: Wealth Management, Income Tax, Finance, Investments, Financial Planning, Estate Planning, and Organizational Structure.
Hiring Plans
New Hire
Executive Move
JMG Financial Group has announced that Adam Boyer has joined the organization as Co-Chief Operating Officer & Director, Compliance.
Award
Award
Award
JMG Financial Group News & Media
Introducing the First Top 50 'Best Places to Work for Financial Advisers' List
NEW YORK, March 26, 2018 /PRNewswire/ -- As part of an effort to raise awareness of wealth management firms that go above and beyond to create workplaces where advisers and support staff feel valued, InvestmentNews and the Best Companies Group have unveiled the first-ever industry listing...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Frequently Asked Questions Regarding JMG Financial Group
Sign Up For FreeTo access detailed company insights
JMG Financial Group is an independent, fee-only wealth management firm that has been providing customized solutions for high net worth individuals and families since 1984. The firm offers a range of services including wealth management, investment management, and tax planning, serving clients nationwide. Known for its highly credentialed team and 2... Read More
