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 20 years of experience in both the securities arena as well as the insurance arena helps my clients address these needs. As of today, November 2021, my 200+ Clients have entrusted me with their assets in excess of $22M.
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 for 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 everyday. 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.
Firm Start Year
No.of Employees
CRD#
Firm CRD#
Name of Broker/Dealer
Name of Custodial Firm
Years of Experience in Financial Services
Number of Years with Current Firm
Advisory Services Provided
Investment Types
Can meet clients in the following ways
Registered Representative
Investment Advisor Representative
Compliance Disclosures in Last 5 years
Criminal Disclosures in Last 5 years
Securities Licenses
Insurance and Annuity Licenses
Advisor's Number of Clients
Assets Managed by Advisor
Fee Structure
Additional Details on Charges
Bachelors of Science - Criminal Justice -
www.jmgwealthmanagement.com
I am a registered representative of Lincoln Financial Securities offered through Lincoln Financial Securities Corp., a broker-dealer(member SIPC). Investment advisory services offered through Lincoln Financial Securities which is not affiliated with JMG Wealth Management.