Ryan Scott Sherman
Investment adviser representative at Jmg Financial Group Ltd
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Jmg Financial Group, Ltd.Feb 2024 to now
- Jmg Financial Group, Ltd.Jan 2021 to Jan 2024
- UnemployedOct 2020 to Dec 2020
- Lupo Securities, LLCSep 2019 to Sep 2020
- Marquette Partners LPJul 2018 to Sep 2019
- Ronin Capital LLCAug 2013 to Jul 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Jmg Financial Group Ltd
$7.5BAssets managed
1,789Clients
48Advisers
41 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5835443
- Firm CRD
- 110302