Unclaimed Profile

Dennis Robert Marx

JMG FINANCIAL GROUP LTD·OAK BROOK, Illinois

Series 7, Series 63, Series 65Clean record29 years registeredJMG FINANCIAL GROUP LTD

2301 W. 22ND STREET SUITE 300, OAK BROOK, IL 60523-1264CRD# 2185581Firm CRD# 110302

Profile Verification

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

Identity

Dennis Robert Marx · OAK BROOK, IL

Registration

CRD #2185581 · 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

Jan 1997 – Dec 2021

Downers Grove, IL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · January 27, 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

Speak with Dennis

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Dennis is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in OAK BROOK?

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

Browse OAK BROOK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Dennis Robert Marx offer?

Dennis Robert Marx specializes in Financial Planning, Investment Management.

What are Dennis Robert Marx's credentials?

Dennis Robert Marx is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dennis Robert Marx located?

Dennis Robert Marx is based in OAK BROOK, Illinois, last registered with JMG FINANCIAL GROUP LTD.

How does Dennis Robert Marx charge for services?

Dennis Robert Marx'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 →