JMG Financial Group Ltd

JMG Financial Group Ltd, which is legally known as JMG FINANCIAL GROUP LTD, is a DE Corporation. With 41 employees in advisory roles and a total of 42, it caters to 120 clients. The firm's SEC status is currently approved, and it was registered on Feb 13, 1985.

• ANTHONY DAVID CECCHINI

  SHAREHOLDER AND CHIEF EXECUTIVE OFFICER owns more than 10% but less than 25%

• DANIEL ROBERT JURGOVAN

  SHAREHOLDER AND CHIEF TECHNOLOGY OFFICER owns less than 5%

• DAVID SEAN MORGAN

  SHAREHOLDER owns more than 10% but less than 25%

• DOUGLAS RAY EVANS

  SHAREHOLDER AND PRESIDENT owns more than 10% but less than 25%

• JASON ROBERT OHALLEN

  SHAREHOLDER AND DIRECTOR OF FINANCIAL ADVISORY SERVICES owns less than 5%

• JEFFREY GLENN DOHNER

  SHAREHOLDER AND CHIEF COMPLIANCE OFFICER owns less than 5%

• JUSTIN HOWARD LESCH

  SHAREHOLDER owns less than 5%

• MATTHEW JAMES GRUBB

  SHAREHOLDER owns less than 5%

• MELISSA ASHBEY WALSH

  SHAREHOLDER owns more than 10% but less than 25%

• STEVEN PHILIP MEDWED

  SHAREHOLDER, TREASURER, AND CHIEF FINANCIAL OFFICER owns less than 5%

• WILLIAM EDWARD DEVER

  SHAREHOLDER owns more than 5% but less than 10%

• WILLIAM GARY WAIGHT

  SHAREHOLDER AND CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%

• WILLIAM ROBERT GERMAN

  SHAREHOLDER owns less than 5%

• YONHEE CHOI GORDON

  SHAREHOLDER, CHIEF OPERATING OFFICER, AND SECRETARY owns more than 5% but less than 10%

• Feldman Ingardona & Co
• Highpoint Advisor Group LLC
• Invesco Investment Advisers LLC
• Invesco Capital Management LLC
• Capstone Financial Advisors Inc
• TC Wealth Partners LLC

• JMG Financial Group, Ltd. Q4 2022 vs. Q1 2023: Analyzing the Latest 13F Holdings Changes

• VANGUARD INDEX FDS S&P 500 ETF SHS $182,059k
• VANGUARD INDEX FDS MID CAP ETF $151,136k
• SPDR S&P 500 ETF TR TR UNIT $84,041k
• ISHARES TR RUS MID CAP ETF $66,392k
• VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $42,921k
• VANGUARD INDEX FDS TOTAL STK MKT $36,044k
• SCHWAB STRATEGIC TR $36,011k
• SCHWAB STRATEGIC TR US MID-CAP ETF $32,769k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $30,611k
• VANGUARD INDEX FDS $29,316k