Breanna Ori�l Stohr
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 LtdJun 2020 to now
- Bank of America Merrill LynchJun 2019 to Aug 2019
- Michigan Technological UniversitySep 2018 to May 2020
- Tutoring Center of Muskegon Community CollegeAug 2017 to May 2018
- Kohl'sJun 2017 to Dec 2018
- Muskegon Community CollegeSep 2016 to May 2018
- Whitehall High SchoolJan 2013 to May 2017
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
- 8031990
- Firm CRD
- 110302