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Shareholder, Chief Operating Officer and Chief Compliance Officer · JMG Financial Group LTD

Adam C. Boyer

CRD 5430258 · Named on Form ADV at one SEC-registered adviser

At a glance

JMG Financial Group LTD, an SEC-registered wealth manager based in Downers Grove, IL with $7.5 billion in regulatory assets, lists Adam C. Boyer on its Form ADV as Shareholder, Chief Operating Officer and Chief Compliance Officer, a control person.

Firms and roles

  • JMG Financial Group LTDShareholder, Chief Operating Officer and Chief Compliance OfficerWealth manager · Downers Grove, IL · $7.5B in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (14)

9 more people named with Adam on the same filings, with titles and firms. Free in Atlas with a free account.

See all 14 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.