Jacob M Stanczyk
Investment adviser representative at Jmg Financial Group Ltd
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.5BFirm assets
Are you Jacob M Stanczyk? Claim your profile
Contact this firm
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
10 years in the industry.
- Jmg Financial Group, Ltd.May 2024 to now
- The Advocate Group, LLCMay 2022 to Apr 2024
- Carlson Holdings Inc.Feb 2019 to May 2022
- Accredited Investors Inc.Aug 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
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
- 6202189
- Firm CRD
- 110302