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Tyler Robert Kocour

Investment adviser representative at Jmg Financial Group Ltd
12 yearsExperience
2 statesRegistered 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

12 years in the industry.

  1. Jmg Financial Group LtdJul 2022 to now
  2. Wea Member BenefitsOct 2021 to Aug 2022
  3. Hays CompanyJun 2021 to Aug 2021
  4. University of WisconsinSep 2019 to May 2022
  5. Wisconsin Athletic ClubMay 2019 to Aug 2019
  6. University of WisconsinSep 2018 to May 2019
  7. UnemployedMay 2018 to Sep 2018
  8. Catholic Memorial High SchoolAug 2014 to May 2018

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
8199884
Firm CRD
110302
Advisor's SEC record (opens in a new tab)
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