← 栏目首页 | 数据源：SEC Form ADV Part 1（FOIA 全量数据包）· 该机构最新一次申报（09/25/2024）
JMG FINANCIAL GROUP LTD · 所有者与执行高管（CRD 110302）
机构事实页：JMG FINANCIAL GROUP LTD 事实页 → | 官方原文：IAPD firm-summary/110302
Schedule A · 直接所有者（20 条）
| 名称 | 类型 | 职务 / 身份 | 控制人 | 持股方式 |
|---|---|---|---|---|
| GORDON, YONHEE, CHOI | 个人 | SHAREHOLDER, CO-CHIEF OPERATING OFFICER, CHIEF MARKETING OFFICER, AND SECRETARY | 是 | A |
| DEVER, WILLIAM, EDWARD | 个人 | SHAREHOLDER | — | A |
| MORGAN, DAVID, SEAN | 个人 | SHAREHOLDER | — | A |
| WAIGHT, WILLIAM, GARY | 个人 | SHAREHOLDER AND CO-CHIEF INVESTMENT OFFICER | 是 | B |
| WALSH, MELISSA, ASHBEY | 个人 | SHAREHOLDER, VICE PRESIDENT OF FINANCE, AND TREASURER | — | B |
| CECCHINI, ANTHONY, DAVID | 个人 | SHAREHOLDER AND CHIEF EXECUTIVE OFFICER | 是 | B |
| GRUBB, MATTHEW, JAMES | 个人 | SHAREHOLDER | — | A |
| OHALLEN, JASON, ROBERT | 个人 | SHAREHOLDER AND PRESIDENT | 是 | B |
| GERMAN, WILLIAM, ROBERT | 个人 | SHAREHOLDER AND CO-CHIEF INVESTMENT OFFICER | 是 | NA |
| Jurgovan, Daniel, Robert | 个人 | SHAREHOLDER AND CHIEF TECHNOLOGY OFFICER | 是 | NA |
| DOHNER, JEFFREY, GLENN | 个人 | SHAREHOLDER AND CHIEF COMPLIANCE OFFICER | 是 | NA |
| LESCH, JUSTIN, HOWARD | 个人 | SHAREHOLDER | — | NA |
| ROZSYPAL, MICHELLE, PILAR | 个人 | SHAREHOLDER | — | NA |
| VanBuren, Brian, Christopher | 个人 | SHAREHOLDER | — | NA |
| Faust, Erik, Jonathan | 个人 | SHAREHOLDER | — | NA |
| CANTU, OSCAR, HERNON | 个人 | SHAREHOLDER AND CHIEF CLIENT SOLUTIONS OFFICER | — | NA |
| NIEC, AARON, WALTER | 个人 | SHAREHOLDER | — | NA |
| Kozaili, Tony, Elias | 个人 | SHAREHOLDER | — | NA |
| KAMMES, KATE, JEROME | 个人 | SHAREHOLDER AND CHIEF TALENT OFFICER | — | NA |
| BOYER, ADAM, CURRIE | 个人 | CO-CHIEF OPERATING OFFICER AND DIRECTOR OF COMPLIANCE | 是 | NA |
Schedule B · 执行高管（0 条）
| 名称 | 职务 | 控制人 |
|---|---|---|
| — | ||
口径：Form ADV 为投资顾问向 SEC/IARD 的申报，所有者与高管为机构自报；本库取该机构在数据区间内的最新一次申报快照（官方数据包截至 2024-12-31），此后的人事变化不在本页反映。持股方式为 ADV 原始代码。
