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Shareholder and Chief Technology Officer · JMG Financial Group LTD

Daniel R. Jurgovan

CRD 6895733 · 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 Daniel R. Jurgovan on its Form ADV as Shareholder and Chief Technology Officer, a control person.

Firms and roles

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

AtlasMembers

Daniel’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 Daniel 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 Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.