Unclaimed Profile

Melissa Ashbey Walsh

JMG FINANCIAL GROUP LTD·DOWNERS GROVE, Illinois

Clean recordJMG FINANCIAL GROUP LTD

2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL 60515CRD# 3190181Firm CRD# 110302

Profile Verification

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

Identity

Melissa Ashbey Walsh · DOWNERS GROVE, IL

Registration

CRD #3190181 · JMG FINANCIAL GROUP LTD

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Melissa Ashbey Walsh is a registered financial advisor based in DOWNERS GROVE, Illinois, affiliated with JMG FINANCIAL GROUP LTD. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

JMG FINANCIAL GROUP LTD

AUM

$5.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at JMG FINANCIAL GROUP LTD →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: A PERCENTAGE OF ASSETS

Regulatory

SEC/IARD CRD# 3190181

Firm CRD# 110302

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Melissa Ashbey Walsh offer?

Melissa Ashbey Walsh specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.

What are Melissa Ashbey Walsh's credentials?

Melissa Ashbey Walsh is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Melissa Ashbey Walsh located?

Melissa Ashbey Walsh 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 Melissa Ashbey Walsh charge for services?

Melissa Ashbey Walsh'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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