AdvisorOS Directory
Claim Profile
RM

Robert Thomas Meeks

JMG FINANCIAL GROUP LTD·DOWNERS GROVE, Illinois
Unclaimed Profile
2001 BUTTERFIELD ROAD, SUITE 1400, DOWNERS GROVE, IL 60515CRD# 2148889Firm CRD# 110302
01

About

Robert Thomas Meeks 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
JMG FINANCIAL GROUP LTD
JMG FINANCIAL GROUP LTD
AUM
$5.4B
Regulatory assets under management
Employees
63
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS
Regulatory
SEC/IARD CRD# 2148889
Firm CRD# 110302
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in DOWNERS GROVE?

Browse all registered financial advisors in DOWNERS GROVE, Illinois or claim this profile if it's yours.

Browse DOWNERS GROVE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Robert Thomas Meeks offer?
Robert Thomas Meeks specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are Robert Thomas Meeks's credentials?
Robert Thomas Meeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Thomas Meeks located?
Robert Thomas Meeks 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 Robert Thomas Meeks charge for services?
Robert Thomas Meeks'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in DOWNERS GROVE
John Mark Zerr — INVESCO CAPITAL MANAGEMENT LLCBradley Andrew Schaffnit — VERTEX PLANNING PARTNERS, LLCJaco Jordaan — OPUS FINANCIAL SOLUTIONS LLCSteven Mark Massoni — INVESCO INVESTMENT ADVISERS LLCGary Kevin Wendler — INVESCO INVESTMENT ADVISERS LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile