Bridget
Trainor
Jmg Financial Group LTD
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About this Advisor
Bridget Trainor is a certified financial planner who works in Downers Grove, Illinois with a total of 1 year of relevant experience. Trainor currently works for Jmg Financial Group LTD. The advisor has gained experience at Wells Fargo Advisors Financial Network, LLC, Ubs Financial Services, Inc, John Carroll University and Jmg Financial Group, LTD. Trainor can operate in Illinois. Jmg Financial Group LTD is an advisory firm operating out of Downers Grove, IL. The investment advisory business has offices in two locations and a total of 64 employees. It administers $5 billion in assets under management among its 4,560 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 4,560 accounts, 76% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Jmg Financial Group LTD performs a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually are based on the type of services. Fee types charged by Jmg Financial Group LTD most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Jmg Financial Group LTD Brokerage Details
$4,500,738,000
64
4,560
$987,004
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Bridget Trainor Work History
Bridget has been registered as a financial advisor for 1 years.*
Jmg Financial Group, LTD
Wells Fargo Advisors Financial Network, LLC
Ubs Financial Services, Inc
John Carroll University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bridget Trainor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Jmg Financial Group LTD
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.