About JMG Wealth Management
At JMG Wealth Management, I take a client's needs approach. Everyone is different for what they are trying to attain. I listen to what my clients disclose to me and research for them how to best reach their objectives. I have been securities licensed since 1995 and insurance licensed since 1998. My 25 + years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, July 2024, my 200+ clients have entrusted me with their assets in excess of $32M.
My objective is to educate my clients and explain what my recommendations are and why. I want
my clients to walk this journey with me and be involved. One thing that has always been a
precedent of mine is finding a solution for my clients. I believe in finding the "square peg
that will fit in the round hole." This method allows me to research my clients and find the
best-case scenario for each of them rather than a "cookie-cutter approach." It is the challenge
of this business and what I look forward to every day. I assist my clients in the areas of asset
management as well as insurance needs if the need exists. If you are looking for someone that
will explore the full financial arena for you or to manage your assets then give me a
call.
See Disclosures
General Information
Firm Start Year
1998
No. of Employees
1
CRD#
2645788
Firm CRD#
3870
Name of Broker/Dealer
OSAIC FS, INC.
Years of Experience in Financial Services
25
Number of Years with Current Firm
18
Work Experience
I started in the industry with Fidelity Investments over 25 years ago. Since then I have been with large financial institutions that provide economic security & comfort to my clients. My areas of expertise are asset management, tax advantage investments, retirement planning, college planning, and assisting clients with their life insurance & disability income insurance needs. One thing that I have learned throughout my years within this industry when speaking with prospects & clients is everyone is different when it comes to their needs, their comfort with investments, & their objectives.
Advisory Services Provided
Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Investment Advice & Management, Financial Planning for Individuals
Compliance
Registered Representative
Yes
Investment Advisor Representative
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 6, Series 63, Series 65
Insurance and Annuity Licenses
Variable Annuity, Life, Annuity, Disability
Firm Information
Advisor's Number of Clients
200
Assets Managed by Advisor
$32,000,000
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250,000
Additional Details on Charges
Fees are as follows: -percentage based on asset size of portfolio -flat fee for plan design
Education
Bachelors of Science - Criminal Justice -
Texas State University
09/1987 -05/1992
Disclosures
FinancialPlanners.net provides client referrals to financial professionals of Osaic FS. FinancialPlanners.net is not a current client of Osaic FS for brokerage or investment advisory services. Osaic FS's financial professionals pay cash compensation to FinancialPlanners.net for client referrals, which gives FinancialPlanners.net a financial incentive to make client referrals to Osaic financial professionals, resulting in a conflict of interest.
Securities and investment advisor services offered through Osaic FS, Inc. member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.
For more information regarding Osaic FS's investment advisory services, please review Osaic FS's Form CRS and Forms ADV, Part 2A, which are available at:
https://osaic.com/fs/accounts/disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1886819/financialplanners-JMG-Wealth-Management-detailed-disclosure.html