Oscar
Cantu

Jmg Financial Group LTD

CRD#3099819
Investment Advisor
in Downers Grove, IL

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About this Advisor

Oscar Cantu is a financial advisor who works in Downers Grove, Illinois with 3 years of relevant experience. Cantu is an advisor for Jmg Financial Group LTD. Cantu has gained experience at Jmg Financial Group, LTD, Charles Schwab Bank and Charles Schwab & Co., Inc. Cantu has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to work in Illinois. Jmg Financial Group LTD is a financial advisory business that has its headquarters in Downers Grove, IL. The company has offices in two locations and a total of 64 financial advisors. It manages $5 billion in assets among its 4,560 customer accounts, placing it among the biggest firms in the United States by assets under management. Of its 4,560 customer accounts, 76% are held by high-net-worth clients who have greater than $1 million in assets. The company offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees depend on the financial services provided. However, fees charged by Jmg Financial Group LTD likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2001 Butterfield Road, Suite 1400
Downers Grove, IL 60515

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Jmg Financial Group LTD Brokerage Details

Total Assets Under Management

$4,500,738,000

IL Average: $6,674,516,078
Total Number of Employees

64

IL Average: 44
Total Number of Accounts

4,560

IL Average: 2,564
Average Account Size

$987,004

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Oscar Cantu Work History

Oscar has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Jmg Financial Group, LTD

2005 - 2019 (14 years)

Charles Schwab Bank

1999 - 2019 (20 years)

Charles Schwab & Co., Inc

*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 Oscar Cantu 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

Matthew Sorenson
Downers Grove, IL
Nicholas Smith
Downers Grove, IL
Tony Kozaili
Downers Grove, IL
Jeffrey Dohner
Downers Grove, IL
William German
Downers Grove, IL
Meggan Carroll
Downers Grove, IL
Erik Faust
Downers Grove, IL
Justin Lesch
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.

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