Stephen
Gaul

Jmg Financial Group LTD

CRD#7858960
Investment Advisor
in Downers Grove, IL

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About this Advisor

Stephen Gaul is a financial advisor based in Downers Grove, Illinois, working with Jmg Financial Group LTD. Stephen has previously held positions at Jmg Financial Group, LTD, Fedex, Quad City Storm, Anytime Fitness, Peoria Rivermen, Danville Dashers, Manhattanville College, Azavar Government Solutions, and Village Greens Of Woodridge. Stephen is registered to provide services in Illinois. Currently, Stephen is part of Jmg Financial Group LTD, which operates out of Downers Grove, Illinois. The firm has 3 offices and 63 employees. The firm manages assets totaling $5.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Jmg Financial Group LTD includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

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

$5,415,853,000

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

63

IL Average: 44
Total Number of Accounts

5,079

IL Average: 2,564
Average Account Size

$1,066,323

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

Stephen Gaul Work History

2024 - Present (0 year)

Jmg Financial Group, LTD

2021 - Present (3 years)

Jmg Financial Group, LTD

2021 - 2021 (< 1 year)

Jmg Financial Group, LTD

2020 - 2020 (< 1 year)

Fedex

2019 - 2020 (1 year)

Quad City Storm

2019 - 2019 (< 1 year)

Anytime Fitness

2019 - 2019 (< 1 year)

Quad City Storm

2019 - 2019 (< 1 year)

Peoria Rivermen

2018 - 2018 (< 1 year)

Danville Dashers

2017 - 2018 (1 year)

Manhattanville College

2017 - 2017 (< 1 year)

Azavar Government Solutions

2015 - 2017 (2 years)

Manhattanville College

2015 - 2015 (< 1 year)

Village Greens Of Woodridge

2014 - 2015 (1 year)

Manhattanville College

2014 - 2014 (< 1 year)

Village Greens Of Woodridge

Disclosures

Please visit the SEC profile of Stephen Gaul 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

Brett Ludwig
Maple Grove, MN
Timothy Stringer
Downers Grove, IL
Stephen Gaul
Downers Grove, IL
William Alexander
Downers Grove, IL
Jacob Stanczyk
Milwaukee, WI
Meggan Carroll
Downers Grove, IL
Matthew Sorenson
Downers Grove, IL
Ryan Sherman
Downers Grove, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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