Nicholas James Tumilty
Investment adviser representative at Jmg Financial Group Ltd
10 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
10 years in the industry.
- Jmg Financial Group LtdJan 2025 to now
- Jmg FinancialFeb 2022 to now
- Charles Schwab & Co., Inc.May 2021 to Jan 2022
- WealthspireJun 2020 to Jul 2020
- DoordashMay 2020 to Jun 2021
- Mauser Packing SolutionsMay 2019 to Aug 2019
- Uw Madison Wisconsin School of BusinessSep 2018 to Apr 2021
- Glenbard North High SchoolJun 2016 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
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
- 7403744
- Firm CRD
- 110302