Unclaimed Profile

David Sean Morgan

JMG FINANCIAL GROUP LTD·DOWNERS GROVE, Illinois

Series 65Clean record29 years registeredJMG FINANCIAL GROUP LTD

2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL 60515CRD# 2748164Firm CRD# 110302

Profile Verification

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

Identity

David Sean Morgan · DOWNERS GROVE, IL

Registration

CRD #2748164 · JMG FINANCIAL GROUP LTD · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JMG FINANCIAL GROUP LTD

JMG FINANCIAL GROUP LTD

Feb 1997 – Dec 2025

Downers Grove, IL

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 20, 1997

Years registered · 29

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 David Sean Morgan offer?

David Sean Morgan specializes in Financial Planning, Investment Management.

What are David Sean Morgan's credentials?

David Sean Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Sean Morgan located?

David Sean Morgan is based in DOWNERS GROVE, Illinois, last registered with JMG FINANCIAL GROUP LTD.

How does David Sean Morgan charge for services?

David Sean Morgan'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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