Unclaimed Profile

Adam Currie Boyer

JMG FINANCIAL GROUP LTD·DOWNERS GROVE, Illinois

SIE, Series 7, Series 9, Series 10, Series 66Clean record18 years registeredJMG FINANCIAL GROUP LTD

2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL 60515CRD# 5430258Firm CRD# 110302

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Currie Boyer · DOWNERS GROVE, IL

Registration

CRD #5430258 · JMG FINANCIAL GROUP LTD · 18 years registered

Brand Profile

Not yet started

Career History

JMG FINANCIAL GROUP LTD

Sep 2024 – present

NORTHERN TRUST INVESTMENTS, INCORPORATED

Apr 2020 – May 2022

Chicago, IL

CHARLES SCHWAB & CO., INC.

Jan 2013 – Nov 2019

Chicago, IL

CHARLES SCHWAB & CO., INC.

Nov 2007 – Dec 2012

Chicago, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · November 26, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JMG FINANCIAL GROUP LTD

CRD 110302 · SEC 801-23526

AUM

$5.4B

Regulatory assets under management

Employees

5,079 client accounts

Services offered by JMG FINANCIAL GROUP LTD

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JMG FINANCIAL GROUP LTD →

Introduction

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Frequently Asked Questions

What services does Adam Currie Boyer offer?

Adam Currie Boyer specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Adam Currie Boyer's credentials?

Adam Currie Boyer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Currie Boyer located?

Adam Currie Boyer is based in DOWNERS GROVE, Illinois, working with JMG FINANCIAL GROUP LTD. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.

How does Adam Currie Boyer charge for services?

Adam Currie Boyer's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is JMG FINANCIAL GROUP LTD?

JMG FINANCIAL GROUP LTD has approximately 63 employees and manages $5.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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